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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”

investments advisor chandler arizona

Making Smart Investments for Your Family

Raising a family is rewarding and expensive. Consider taking these steps to support your family financially through a program of …

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401kinvestmentsIRAIRA PLANNINGIRA'sTax Planning
debt and retirement tempe arizona

The Smart Way to Save for Retirement and Pay Down Debt

It can be difficult, but not impossible, to save for retirement while paying down your credit card bills and student …

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debtretirement planningsaving for retirement
executive compensation Chandler Arizona

Let’s Talk Executive Compensation Packages

Those perks may come with great responsibility. When you reach the executive level at an established company, you are offered …

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compensation packagesESPP ATTACK PLANexecutivesGolden parachutesNQDCStock options
college financial planning phoenix arizona

Saving for College—Today

College can seem costly, but with an early start and prudent planning, it can be reasonably affordable. Here are some …

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college planningcollege savingsstudent loanstudent loan debts
financial advisor Ahwatukee Arizona

Why Couples Fight Over Money.

You see money one way, your partner sees it another. Don’t let financial disagreements take a toll on your relationship. …

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Budgetingfighting over moneyfinances for spousesfinancial planning for women
financial planning Ahwatukee Arizona

Avoiding Common Financial Detours

Financial mistakes can occur throughout your lifetime. Whether you’re in your 40s, 50s or 60s, it’s important to be aware …

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financial detoursfinancial mistakesmoney mistakes
investment advisor phoenix arizona

The Danger of an Auto Pilot Investor

Auto-pilot is regularly used to fly airplanes. But is it a good idea for your retirement investments? An increasing number …

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ESPP ATTACK PLANmerrill edgerobo advisorself investorvanguard
long term care insurance chandler Arizona

Retiring Soon? Look at Your Life Insurance

As you head into retirement, it makes sense to reevaluate your insurance coverage and make sure it’s sufficient. Now that …

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Financial Planninginsurancelife insurance
retirement planning Phoenix AZ

Pretend You’re Retired for a Month

Lessons to learn from this experiment. Retirement is ideally a happy time of your life, freeing you up to do …

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lifestyleRetirementretirement planning
risk tolerance financial planning

Your Risk Protection Plan

Your insurance at mid-life: Gauging if you are underinsured. Life comes with all sorts of curveballs. Sometimes, they’re easily overcome …

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insurancelife insurancelong term care
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