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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New RMD Rules Give Retirement Savings More Time to Grow
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
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HOT TOPIC: International Investing: The Diverging Fortunes of China and Japan
Investing Internationally can help increase portfolio diversification and provide access to opportunities that may differ from those in the United States.
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How Taxes Impact Your Retirement-Income Strategy
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
Calculators
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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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.