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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

Tag Archive

Below you'll find a list of all posts that have been tagged as “AZ”

Maximizing your Employee Benefits

I have seen a lot of people over the years leave a lot of money on the table by not taking advantage of all of the benefits that their employer was offering them.  Your total compensation could be more than just your wages if your company offers additional benefits.  The three most common mistakes I seen as the following: Not …

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AZchandlerEmployee benefitsEmployee stock purchase planemployer stockESPPIntelsstock

Smart Tax Planning

“You are worse than the Dentist.” It’s tax time.  According to some of my clients-one of the worst days of the year.  Most of my clients are patriotic Americans, but they don’t want to pay more taxes than they have to.  Over the years I have noticed most of my clients initially focus on deductions.  Should I buy a house …

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AZchandlerfinancial advisorfinancial plannerFinancial PlanningTax AdviceTax Planning

Latest Posts

Why Fundamentals Beat Politics in Midterm Election Years

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September 14, 2026
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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

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