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 “Wealth Management”

taxes and financial planning chandler arizona

What Investors Can Expect from Rate Cuts in 2026

The Federal Reserve (The Fed) practices monetary expansion primarily by lowering short-term interest rates, purchasing government securities, and reducing reserve …

Read More
rate cutstax planning and financial planning
tax law changes in 2026 the big beautiful bill

Key Tax Updates for 2026

Increased Standard Deduction One major change is the adjustment to the standard deduction.  For tax year 2026, the standard deduction …

Read More
BBBcapital gainstaxTax AdviceTax Planningtax rates
HSA's in Chandler Arizona

The Mighty HSA

A Health Savings Account (HSA) is a straightforward and powerful tool designed to help you save for medical expenses while …

Read More
HSAHSA'sRetirementretirement planningtaxTax Planningtax planning and financial planning
economics trump financial planning chandler arizona

Trump Economic Policies in 2026

Trump’s focus on domestic growth and immigration policy sparks fierce debate among supporters and detractors alike.  Advocates argue that his …

Read More
economicseconomyFinancial Planningtariffs
AI and investing in Arizona

Navigating the AI Landscape

What is the current status of AI investments? Many signals seem to point toward a possible deflating AI bubble.  Companies …

Read More
AIfinancial basicsfinancial literacytechnology
tokenization investing arizona

Understanding Tokenization for Novice Investors

Tokenization is revolutionizing how assets and transaction function.  By converting real-world assets into digital tokens on a blockchain, it opens …

Read More
bitcoinblockchaincrypto planningFinancial Planningtokenization
roth conversions Arizona

Year-end Roth Conversion?

Roth conversions of pre-tax IRA’s have become a prominent topic in retirement planning, offering significant advantages such as tax-free withdrawals …

Read More
Financial Planningretirement planningROTHtime horizon
tariffs and financial planning

Supreme court and tariffs: What does it mean for you?

As the Supreme Court considers a significant tariff case involving President Trump’s use of the International Emergency Economic Powers Act …

Read More
supreme courttariffs
taxes and financial planning arizona

Year-End Tax and Financial Planning: Simple Steps to Save Before December 31st

As the year draws to a close, now is the perfect time to take control of your financial future. Whether …

Read More
401k planningFinancial PlanningTax AdviceTax Planningtax planning and financial planning
TCJA sunsetting tax laws

Tax Planning Before 2026: What Business Owners and High Earners Should Know About the TCJA Expiration

Key Tax Cuts May Be Sunsetting — Here’s How to Plan Before They Do If you’re a high-income earner or …

Read More
estate planningFinancial Planningretirement planningTax Planningtaxes
  • Page 2 of 11
  • ←
  • 1
  • 2
  • 3
  • ...
  • 11
  • →
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