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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New FAFSA Favors Grandparent College Giving
Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.
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Bond Yields Are Up, but What Are the Risks?
After years of low yields, bonds are offering higher yields that may be appealing to investors regardless of their risk tolerance. This article provides an overview of bond risks.
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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.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.