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  • The nestology® process
  • Are we a fit?
  • Meet The Team
    • Michael McGinley
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    • Lauren H. Michelotti
    • Colton Kemp
  • How we help.
    • Retirement Planning
    • Tax Planning
    • Estate Planning
    • Insurance
    • Investments
    • Wealthnest Media
  • Get Started
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Category Archive

Below you'll find a list of all posts that have been categorized as “Financial Planning”

inflation and financial planning arizona

Ongoing Monetary Expansion and Inflation

The cumulative inflation since 2000 clearly reflects a dramatic increase in prices.  This paints a clearer picture of how irresponsible …

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covidFinancial Planninginflationmonetary policy
tax law changes in 2026 the big beautiful bill

Key Tax Updates for 2026

Increased Standard Deduction One major change is the adjustment to the standard deduction.  For tax year 2026, the standard deduction …

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BBBcapital gainstaxTax AdviceTax Planningtax rates
HSA's in Chandler Arizona

The Mighty HSA

A Health Savings Account (HSA) is a straightforward and powerful tool designed to help you save for medical expenses while …

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HSAHSA'sRetirementretirement planningtaxTax Planningtax planning and financial planning
tokenization investing arizona

Understanding Tokenization for Novice Investors

Tokenization is revolutionizing how assets and transaction function.  By converting real-world assets into digital tokens on a blockchain, it opens …

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bitcoinblockchaincrypto planningFinancial Planningtokenization
roth conversions Arizona

Year-end Roth Conversion?

Roth conversions of pre-tax IRA’s have become a prominent topic in retirement planning, offering significant advantages such as tax-free withdrawals …

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Financial Planningretirement planningROTHtime horizon
tariffs and financial planning

Supreme court and tariffs: What does it mean for you?

As the Supreme Court considers a significant tariff case involving President Trump’s use of the International Emergency Economic Powers Act …

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supreme courttariffs
trump tariffs financial planning

Trump Secures foreign investment in the USA:  A Counterbalance to Tariff-Driven Inflation

Tariffs are back in the headlines, and with them comes renewed concern about inflation.  By raising the cost of imported …

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IEEPAsupreme courttariffsTrump
taxes and financial planning arizona

Year-End Tax and Financial Planning: Simple Steps to Save Before December 31st

As the year draws to a close, now is the perfect time to take control of your financial future. Whether …

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401k planningFinancial PlanningTax AdviceTax Planningtax planning and financial planning
income management in retirement

The First 10 Years of Retirement Matter More Than the Next 20

Most people view retirement planning as a long-term horizon, but what matters most is not the full timeline. It is …

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cash flowretirement planningrisk managementROTHsocial securitysocial security strategy
healthcare and retirement Arizona

How Your Health Impacts Your Financial Plan (More Than You Think)

From healthcare costs to retirement age, your physical well-being plays a major role in your financial future. Most people don’t …

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budgetBudgetinghealthcarehealthcare costsmedicareretirement savingssavings
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