I am a principal and co-founder of Wealthnest Planners, located in Chandler, Arizona. As a CERTIFIED FINANCIAL PLANNER™, I specialize in investment services, retirement planning, estate planning, tax planning, and insurance. Email me or give me a ring if I can be of assistance, (480) 699-5275. Click here to read a full bio.

how to save for retirement

Save and Invest Without Even Thinking About It

Automate your retirement planning and wealth-building approach. Build your emergency fund with automatic transfers. Practically any bank or credit union can arrange daily, weekly, or per-paycheck transfers of money from a checking account into a savings account, or split your incoming paycheck into percentages going to both accounts. Try some apps. Apps like Qapital subtly…

long term investing chandler arizona

Take a Systematic Approach to Long-Term Investing

While market declines, corrections and downturns can be disheartening, they can also be opportunities for investors with workplace retirement plan accounts, IRAs or any long-term investment programs that use dollar-cost averaging. Dollar-cost averaging is a method of investing a fixed amount of money at regular intervals. It works the same for everyone, regardless of investment…