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  • What is Wealthnest
  • Are we a fit?
  • Meet The Team
    • Michael McGinley
    • Kevin H. Foster
    • Lauren Huntsman
    • Angelo Abante
    • Colton Kemp
  • How we help.
    • Retirement Planning
    • Tax Planning
    • Estate Planning
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    • Investments
    • Wealthnest Media
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divorce and finances Arizona

The significance of financial goal communication within a marriage

Effective communication is the cornerstone of a successful marriage. When it comes to financial goals, open and honest communication becomes …

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financial planning chandler AZ

Saving for Retirement VS Inflation

Inflation can have a significant impact on your retirement savings, making it crucial to have a plan in place to …

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The Ultimate Guide to Successfully Blending Finances When Getting Re-Married

Combining finances is a significant step for any couple, but it becomes even more complex when re-marriage is involved. The …

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divorcedivorce anmarriagemarriage and finances

COULD A TRADE SCHOOL BE IN YOUR FUTURE?

The pros and cons to consider when weighing the options When high school seniors start to get their college acceptance …

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trade school
cash management arizona

PREPARE FOR UNEXPECTED EXPENSES WITHREADY CASH

We may not be able to see into the future, but we should try to prepare for it We don’t …

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cashestate planningFinancial Planningretirement planningTax Planning
financial planning for couples marriage

“MY” MONEY‚—OR “OUR”MONEY?

The pros and cons of pooling finances with your significant other Some couples face a difficult (and sometimes awkward) question …

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Financial Planningmarriagemarriage and financesRetirement Planning/Life StagesTax Planning
401(k) Plan Arizona

How to manage your 401(k) when you switch jobs

This article considers all options for managing funds in a former employer’s retirement plan. In the past, baby boomers and …

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401k401k planning401k rolloveremployer 401k
estate planning advisor arizona

PROCRASTINATION IS THE BIGGEST BARRIER TO ESTATE PLANNING

Putting it off and dying “intestate” may not be the legacy you want to leave your loved ones The pandemic …

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estate planningestate planning mistakesplanning your estatewill and trustwills
401k plans phoenix AZ

Optimizing Required Minimum Distributions

Required minimum distributions take on added urgency as you approach (and reach) age 73, with specific rules and tax implications …

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ESPP ATTACK PLANestate planningFinancial Planningretirement planningRetirement Planning/Life Stages
financial planning strategy

The elusive buy/sell strategy of perfect timing

Trying to buy or sell assets based on absolute market highs or lows may produce lower returns. Buying low or …

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estate planningFinancial Planninginvestment adviceinvestment strategyTax Planning
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