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.

living wills and advanced health directives

Advance Health Care Directives

Also known as a living will, personal directive, advance directive or advance decision. Planning ahead for future health care decisions is an important step for you, your family and/or loved ones. In the event of a major health event, where you may be unable to communicate, an advance health care directive provides medical instructions that…

what to do with my 401k laid off

Managing a Job Layoff

Key points Work closely with your financial advisor to establish spending priorities and determine the best options for managing retirement assets.  Apply for unemployment benefits immediately. There are strict deadlines that can’t be missed.  If possible, don’t let health insurance lapse. Without insurance, a health crisis could seriously jeopardize your financial stability.  Consider deferring debt payments…

goals based investing

Investing For Your Retirement Goals

Americans are living longer, healthier, and more active lives than past generations, and they want to ensure their healthcare and domestic needs are met. That means saving for a longer retirement is critical. Everyone has different circumstances. Fortunately, a diverse array of options is available to address your individual needs and aspirations. A skilled financial…