Caldwell Financial Inc.

CONNECT

Address:

2444 E Southern Ave Suite #112
Mesa, AZ 85204

Phone:

480-926-6430

Fax/Other:

480-545-6088

Newsletters

47% of American workers have saved less than $25,000 for retirement, and 24% have saved less than $1,000.

Source: Employee Benefit Research Institute, 2017

Will you outlive your retirement income? Are your financial expectations for the coming year realistic?

Our financial newsletters are designed to provide helpful information on a wide variety of financial topics. Simply click on one of the newsletter topics below to read the article in its entirety.

May

April

March

February

January

December

November

  • Medicare Open Enrollment

    The changes Original Medicare and Medicare Advantage plan beneficiaries can make during the annual enrollment periods.

  • Required Minimum Distribution Rules

    When calculating RMDs for multiple accounts, it's important to understand which amounts can be combined and which accounts must distribute separate RMDs.

September

August

July

June

  • Indexed Annuities

    The benefits and risks of indexed annuities, including ways in which return rates are calculated.