Wealthnest Planners Navigation
  • The nestology® process
  • Are we a fit?
  • Meet The Team
    • Michael McGinley
    • Kevin H. Foster
    • Lauren H. Michelotti
    • Colton Kemp
  • How we help.
    • Retirement Planning
    • Tax Planning
    • Estate Planning
    • Insurance
    • Investments
    • Wealthnest Media
  • Get Started
  • Client Logins
    • AccountView
    • SmartVault Login
  • The nestology® process
  • Are we a fit?
  • Meet The Team
    • Michael McGinley
    • Kevin H. Foster
    • Lauren H. Michelotti
    • Colton Kemp
  • How we help.
    • Retirement Planning
    • Tax Planning
    • Estate Planning
    • Insurance
    • Investments
    • Wealthnest Media
  • Get Started
  • Client Logins
    • AccountView
    • SmartVault Login

Category Archive

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

Why Women Are Delaying Retirement

It may be a wise financial choice. It may be a good idea for a woman to retire later rather …

Read More
financial plannerfinancial planning for womenwomen

When Spouses Combine Finances

After you marry, to what degree should your financial lives be shared and how do those finances affect your relationship? …

Read More
finances for spousesFinancial Planningmarriage

Can Social Security Be Fixed?

An overview of its current financial dilemma and potential solutions.   Will Social Security be different when you retire? Its …

Read More
social security

Missteps That May Negatively Impact Estate Plans

Inattention and procrastination can hurt family wealth. Some estate planning is better than none, but sometimes people address wealth transfer …

Read More
estate planningFinancial Planning

Tackling Student Loan Debt

What options do you have if you risk a default? Have you made a federal student loan payment in the …

Read More
student loan debtsstudent loans

50%, 20%, 30%: A Money Rule to Consider

One rule that can help you budget your income. Try the 50/20/30 technique for managing your household money. Applied over …

Read More
Budgetingfinancial basicssaving

Time is Your Friend

A look at the potential of compounding and early, steady investing. Time may be the greatest asset for the young …

Read More
account returnscompounding interestretirement planning

College Won’t Pay for Itself. How Will You Pay for It?

You may have more choices than you think. Is creating a college fund on your to-do list? Consider these options. …

Read More
529 planscollege planningstudent loan

Will You Retire in a Bull or Bear Market?

Learn how that could affect your retirement strategy A bull market can promote overconfidence. You may be lulled into thinking …

Read More
bear marketbull marketFinancial Planning

Options for Your Tax Refund

What should you do with the money? A look at some choices. Each year, about 70% of taxpayers receive a …

Read More
arizona taxestax refundtaxes
  • Page 11 of 15
  • ←
  • 1
  • ...
  • 10
  • 11
  • 12
  • ...
  • 15
  • →
Ready to simplify?

Ready for a change?
Let's get started!

Start now

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

The LPL Financial Registered Representative(s) associated with this site may only discuss and/or
transact securities business with residents of the following states:

AL, AZ CA, CO, FL, GA, HI, ID, IL, KY, ME, MI, MO, MT, NE, NV, NJ, NM, NY, NC OH, OK, OR, PA, SD, TX, VA, WA, WI

ImageImage