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  • The nestology® process
  • Are we a fit?
  • Meet The Team
    • Michael McGinley
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    • Colton Kemp
  • How we help.
    • Retirement Planning
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  • Get Started
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Tag Archive

Below you'll find a list of all posts that have been tagged as “Financial 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
tax preparation chandler arizona

The “April 15th Audible”: Last-Minute Moves to Lower Your 2025 Tax Bill

Most people believe that once the ball dropped on New Year’s Eve, their opportunity to impact their 2025 tax bill …

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Financial Planningretirement planningTax Planningtaxes
bitcoin and gold financial planning

The CLARITY Act: Growing Pains or Crypto’s “Grown-Up” Era?

What’s the Big Deal with CLARITY? Right now, the biggest headache for the industry is “regulation by enforcement.”  Basically, companies …

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cryptocrypto planningFinancial Planningretirement planningTax Planning
retirement planning and taxes Chandler arizona

The Case for Aggressive Rate Cuts: Easing the Burden of Debt Service

The national deficit and debt service percentage are critical economic indicators that offer insights into a country’s fiscal health. As …

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debtFinancial Planningretirement planningTax Planning
inflation and financial planning arizona

Ongoing Monetary Expansion and Inflation

The cumulative inflation since 2000 clearly reflects a dramatic increase in prices.  This paints a clearer picture of how irresponsible …

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covidFinancial Planninginflationmonetary policy
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 …

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economicseconomyFinancial Planningtariffs
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 …

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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 …

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Financial Planningretirement planningROTHtime horizon
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 …

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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 …

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estate planningFinancial Planningretirement planningTax Planningtaxes
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