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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
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Category Archive

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

financial planning for your children arizona

Discipline Equals Freedom: How to Raise Financially Smart Kids

The old playbook for teaching kids about money usually stopped at a ceramic piggy bank and a lecture about saving …

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BudgetingchildrenFinancial Planningretirement planningTax Planningtaxes
the fed and oil prices financial planning

The Warsh Era Begins: Why the Fed Isn’t likely to Stop the Growth Engine

The Federal Reserve has officially entered a new era.  Newly minted Fed Chair Kevin Warsh just wrapped up his first …

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economicsFinancial Planningretirement planningTax Planningthe fed
american economics and financial planning

The Great Convergence: Why the American Economic Engine Might Be Primed for Growth

The financial headlines are currently dominated by the potential for an “Iran Deal,” with every diplomatic whisper sending ripples through …

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Philanthropic tax and financial planning

The Philanthropic Powerhouse: Is a Donor Advised Fund Right for You?

Charitable giving is rarely just about the check you write. For many, it is about creating a legacy and ensuring …

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Financial Planningretirement planningTax Planning
OPEC, Oil, and Global Markets

The Great Uncoupling: What the UAE’s OPEC Exit Means for Your Wallet and Your Portfolio

As of today, May 1, 2026, the global energy landscape looks fundamentally different than it did just forty-eight hours ago. …

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retirement planning and taxes Chandler arizona

What could Lower Fuel Prices Mean for Your 2026 Portfolio

We have spent much of the last year watching the ticker at the pump with a collective sense of dread. …

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Financial Planningretirement planningRetirement Planning/Life StagesTax Planning
financial planning headlines

Beyond the Headlines: Building Portfolio Resilience in a Volatile World

The 24-hour news cycle is a powerful machine.  It is designed to capture your attention, and nothing captures attention quite …

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Financial Planningretirement planningTax Planningtaxes
Trump and financial planning in Arizona

Navigating Global Shifts: A Pragmatic Investor’s Guide to the Iran Crisis

The news over the weekend was nothing short of historic.  The coordinated strikes by U.S. and Israeli forces against Iran, …

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tax tips and planning Chandler Arizona

2025 Tax Filing: The Overlooked Gems in the “One Big Beautiful Bill”

If you feel like the tax code just did a collective pivot, you are not wrong.  With the passage of …

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big beautiful billdeductionsTax Planningtax tipstaxes
530A Account Trump Arizona

Building a Financial Foundation for the Next Generation

In the world of financial planning, we often talk about “compounding” as a mathematical miracle.  But with the introduction of …

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530A
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