Welcome to Larkin & Associates, a family team of Certified Financial Planner™ practitioners located in Surprise, Arizona. The team, consisting of J. Donald Larkin, CFP®, M. Sue Larkin, CFP®, and Michael J. Larkin, CFP®, has been serving the Sun Cities area since 1981 and is positioned to continue serving the area for many years to come. The Larkins firmly believe that personal relationships and customer service are the basis for strong business partnerships. Over the next few years, we will see greater and faster innovations in technology and investments than ever before. We plan to be right here, helping you make the adjustments to our ever-changing financial world. Our mission has been, and continues to be to help you and your family create and maintain wealth for current and future generations. We believe that this Web site will prove to be beneficial to you. Please feel free to contact us for further information.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Tips on insuring your teen driver.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
It's important to understand the pros and cons when considering a prepaid debit card.
Learn a little about worldwide currency in this fun infographic
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you may need to save for retirement.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the financial impact of leasing versus buying an automobile.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
A special needs trust helps care for a special needs child when you’re gone.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Here’s a crash course on saving for college.
Investors seeking world investments can choose between global and international funds. What's the difference?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
In the world of finance, the effects of the "confidence gap" can be especially apparent.