Who We Are And What We Do
Jeff Young has been an Investment Advisor and Financial Planner in Scottsdale, Arizona since 1982. As Senior Vice President of First Financial Equity Corporation, Jeff’s primary focus is in helping individuals and families in the disciplines of wealth creation, retirement planning, education savings, estate planning, social security strategies and personal economics.
Jeff and his team create a holistic approach to the investment planning and asset distribution process. They focus on helping establish goals and objectives for their clientele within a framework of what is practical and reasonable. If you are interested in having a fresh and dynamic approach brought to your financial planning process, call us at (480) 998-8415.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
To choose a plan, it’s important to ask yourself four key questions.
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
A change in your mindset during retirement may drive changes to your portfolio.
Retirees traveling abroad need to know that their health insurance travels with them.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator demonstrates the power of compound interest.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you may need to save for retirement.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
There are hundreds of ETFs available. Should you invest in them?
Around the country, attitudes about retirement are shifting.