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14997 West Bell Road
Suite 100
Surprise, AZ 85374

Larkin & Associates

623-972-6155

 
What Our Kids Can Teach us About Saving Money The Fed and How It Got That Way How to Retire Early Perception vs. Reality

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.

Helpful Content

The Value of Insuring Against Life’s Risks

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

What’s Your Investment IQ?

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Required Reading: The Economic Report of the President

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

 

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

The Best Apps in Travel

Technology tips to make your next trip even better.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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