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  • 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”

divorce and finances Arizona

The significance of financial goal communication within a marriage

Effective communication is the cornerstone of a successful marriage. When it comes to financial goals, open and honest communication becomes …

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financial planning chandler AZ

Saving for Retirement VS Inflation

Inflation can have a significant impact on your retirement savings, making it crucial to have a plan in place to …

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The Ultimate Guide to Successfully Blending Finances When Getting Re-Married

Combining finances is a significant step for any couple, but it becomes even more complex when re-marriage is involved. The …

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divorcedivorce anmarriagemarriage and finances

COULD A TRADE SCHOOL BE IN YOUR FUTURE?

The pros and cons to consider when weighing the options When high school seniors start to get their college acceptance …

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trade school
financial planning for couples marriage

“MY” MONEY‚—OR “OUR”MONEY?

The pros and cons of pooling finances with your significant other Some couples face a difficult (and sometimes awkward) question …

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Financial Planningmarriagemarriage and financesRetirement Planning/Life StagesTax Planning
401(k) Plan Arizona

How to manage your 401(k) when you switch jobs

This article considers all options for managing funds in a former employer’s retirement plan. In the past, baby boomers and …

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401k401k planning401k rolloveremployer 401k
financial planning strategy

The elusive buy/sell strategy of perfect timing

Trying to buy or sell assets based on absolute market highs or lows may produce lower returns. Buying low or …

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estate planningFinancial Planninginvestment adviceinvestment strategyTax Planning
inflation and financial planning

Taking a Hike

Four ways interest Rate Hikes Can Affect Your Finances Unless you live on another planet, you are fully aware of …

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inflationinterestinterest rates
Financial planning Chandler Arizona

Rekindle the Romance

Your 401(k) Offers You Valuable Benefits You Just Can’t Find Anywhere Else In the midst of economic adversity, market volatility, …

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401k401k planningtax planning and financial planningtaxes
budgeting during retirement

Managing a Budget During Your Retirement

Retirees face a critical task in managing their income and expenses to ensure that they can support their lifestyle and …

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budgetBudgetingFinancial Planning
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