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.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
It's important to understand the pros and cons when considering a prepaid debit card.
For homeowners who think their property taxes are too high, there are ways to appeal.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Enter various payment options and determine how long it may take to pay off a credit card.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
What if instead of buying that home, you invested that money?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Why are 401(k) plans, annuities, and IRAs so popular?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Are you ready for retirement? Here are five words you should consider.
A bucket plan can help you be better prepared for a comfortable retirement.