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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

student loan strategy

Why Your Strategy Matters

Student loan payments can eat up a big portion of your paycheck before it even has the chance to hit …

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financial planning and taxesstudent loanstudent loan debtsstudent loans
HSA Chandler Arizona

The Swiss Army Knife of Financial Tools

In recent years, another retirement savings vehicle has come about that might be superior to the 401(k): a health savings …

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financial basicsFinancial PlanningHSA
Investments advisor Tempe Arizona

Smart Family Investments

Raising a family and investing for retirement are not tasks that constantly have to be at odds with one another. …

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D.I.Y. Investinggoals based investingmoney and family
diversifying portfolio Arizona

Tales of the DIY: Diversifying by Advisor

It could be fine to have multiple advisors if these risks and limitations are kept in mind and addressed by …

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D.I.Y. Investingdo it yourselffinancial advisorrobo advisor
marriage and money

Love. Marriage. Money.

All couples fight, even successful ones. But it seems that money can be a particularly sore subject in relationships. Today …

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finances for spousesmarriagemarriage and finances
financial advisor chandler AZ

It’s not what you want to hear.

In my experience, some financial practices are more transaction-oriented, which means that after a short onboarding process, the advisor gives …

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financial advicefinancial advisor
fiduciary financial advisor Chandler Arizona

Is Your Advisor a Part-Time Fiduciary?

Have you this year received an invitation in the mail for a fancy steak dinner with a “fiduciary financial advisor?” …

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fiduciaryfinancial advisortax planning and financial planning
retirement advisor Chandler Arizona

The Unforeseen Dangers on the Road to Retirement

You can deal with the unexpected rather than letting it ruin your retirement hopes. Today’s episode of nestology TV we …

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money in retirementretirement planning
money management Chandler AZ

Mo’ Money Mo’ Problems

Loan requests often come with financial success. While so many focus on the external dangers to their retirement savings. Many …

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money management
market volatility Arizona

Volatility for Growth

While volatile markets are nothing new, investor reactions are rarely predictable. Today Michael discusses why staying the course in times …

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investmentsmarket volatility
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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
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