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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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
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HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act
This article looks at the Fed’s dilemma in setting monetary policy to address slowing employment with rising inflation, and the potential effects of lower rates on businesses and consumers.
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Variable Annuities: Strategies to Help Counter Retirement Risks
Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.
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Strategies for Smarter Giving
In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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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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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.