Welcome to Larkin & Associates, an Investment Advisory firm located in Surprise, Arizona. J. Donald Larkin and M. Sue Larkin, Certified Financial Planner™ practitioners, have operated Larkin & Associates since 1981. They firmly believe that personal relationships and customer service are the basis for strong business partnerships. Larkin & Associates is family owned and operated and is positioned to continue for many years to come. 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.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Social Security: Maximizing Your Social Security Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Couples may be able to head off many of the problems in a marriage that money can cause.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Here are five facts about Social Security that are important to keep in mind.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Agent Jane Bond is on the case, covering how bond laddering works.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Investors seeking world investments can choose between global and international funds. What's the difference?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?