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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”

401(k) Plan Arizona

Ways to Maximize Your 401(k) Plan

A 401(k) account is one of the most valuable tools for saving and planning for retirement. Many plans offer features …

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401k401k planningrolling over a 401k

The Four Foundations of Financial Literacy

August 14 is Financial Awareness Day. It’s a good time to brush up on the principles of financial planning— budgeting, …

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401k plans phoenix AZ

Tempted to Tap Your 401(k)? Ask These Questions First

Early withdrawals from retirement accounts are not only costly, but they can also disrupt your financial future. Think about the …

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401kESPP ATTACK PLANFinancial Planningloans
divorce and finances Arizona

Divorce and Your Finances

Keeping an eye on your financial health during a divorce is essential. This article outlines some important topics to consider …

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divorcedivorce and moneyestate planningfinancial adviceQDRO
financial planning phoenix Arizona

The Risks of Market Timing

Attempting to pinpoint market highs and lows may result in lower returns for investors. “Market timing” is the strategy of …

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bear marketbull marketmarket volatility
risk tolerance financial planning chandler arizona

Does Your Portfolio Reflect Your Risk Tolerance?

There are many types of risk associated with investing. Understanding each type and the effect it may have on your …

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ESPP ATTACK PLANfinancial plannerfinancial riskrisk
Millennials and financial planning Arizona

How Smart Investments Now Can Pay Off Down the Road.

Millennials inhabit a world in which there is rising inflation, debt, and healthcare costs. Now is the time for millennials …

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millennialmillennial investingstudent loan
sandwich generation Arizona

The Financial Toll of the Sandwich Generation.

People in the Sandwich Generation are faced with taking care of themselves, their children, and their parents, especially when parents …

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financial advisor chandler arizona

Reality Check on Your Retirement Savings

Whether you’re 23 or 35, it’s important to know whether you are saving enough for your retirement. There is no …

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ESPP ATTACK PLAN

Easy and Fun Ways to Teach Your Kids the Value of Money

You can’t overestimate the value of teaching your young children about managing money. The trick is to make the lessons …

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