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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Much Ado About RMDs
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
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Setting a Retirement Savings Goal
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
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New Medicare Rules Tackle Prescription Drug Prices
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
Calculators
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.