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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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HSA financial planning Chandler Arizona

The Most Overlooked Workplace Benefit: Are You Leaving Free Money on the Table?

Most employees obsess over the obvious parts of their compensation package.  They look closely at base salary, the annual bonus …

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Employee benefitsFinancial Planningretirement planningTax Planning

What Really Drives Inflation and Your Cost of Living

Politicians often treat inflation as a campaign talking point, blaming opposing parties. While this behavior fits into short soundbites, they …

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economicseconomyFinancial Planninginflationretirement planningRetirement Planning/Life StagesTax Planningtaxes
employee benefits and financial planning Chandler Arizona

Are You Leaving Money on the Table? Connecting Employee Benefits to Lower Taxes

When Was the Last Time Someone Evaluated Employee Benefits and Plotted Out a Tax Plan? Think back to the last …

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Employee benefitsEmployee stock purchase planESPPFinancial Planningretirement planningTax Planning
stock options and RSU's taxes

Are Your Stock Options Setting You Up for a Wealth Win or a Tax Trap?

Receiving stock options from your company is a major financial milestone.  Whether you are working at an early-stage private startup …

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AMTFinancial PlanningISOmedicareretirement planningsocial securitytaxes
American manufacturing investment planning

American Manufacturing Is Hiring Again

The latest Institute for Supply Management (ISM) Manufacturing report delivers a powerful signal for the U.S. economy: American factory floor …

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Financial Planningretirement planning
529 Plans Chandler Arizona

What the Expanded 529 Rules Mean for Your Family

As the new school year approaches, it is a great time to review the major upgrades made to 529 education …

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529529 plan529 planscollege planningeducationFinancial Planningretirement planningTax Planning
precious metals financial planning Arizona

Navigating the Complexities of Passing Precious Metals to Heirs

When most people think about estate planning, they picture a neat stack of paperwork covering brokerage accounts, real estate deeds, …

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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

A New Guard at the Fed: Why Shifting Dynamics Offer Economic Optimism

The federal financial landscape experienced its biggest leadership transition in years when Kevin Warsh officially took the reins as the …

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The LPL Financial Registered Representative(s) associated with this site may only discuss and/or
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