Welcome to Craig A. Hauger, CFP®
Craig A. Hauger, CFP®, an independent financial advisor with securities offered through Osaic Wealth, Inc., a comprehensive financial services firm committed to helping you improve your long-term financial success. I can offer customized programs that are designed to help grow, and conserve your wealth while delivering the best personalized service I possibly can.
I encourage you to explore my site and learn more about the services I can provide. Should you have any questions or would like more information on the products and services I can offer, please feel free to email me at chauger@osaicwealth.com or call me at 602-315-3784. I look forward to hearing from you.
Newsletters
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You’ve Received an Inheritance, Now What?
Receiving an inheritance might promote spending without planning, but it’s not wise to make hasty decisions. This article provides suggestions that could help manage an inheritance.
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SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
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HOT TOPIC: A Cautiously Optimistic Economic Outlook for 2024
The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
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Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
Calculators
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.