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  • What is Wealthnest
  • Are we a fit?
  • Meet The Team
    • Michael McGinley
    • Kevin H. Foster
    • Lauren Huntsman
    • Angelo Abante
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  • How we help.
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college financial planning phoenix arizona

Saving for College—Today

College can seem costly, but with an early start and prudent planning, it can be reasonably affordable. Here are some …

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college planningcollege savingsstudent loanstudent loan debts
financial advisor Ahwatukee Arizona

Why Couples Fight Over Money.

You see money one way, your partner sees it another. Don’t let financial disagreements take a toll on your relationship. …

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Budgetingfighting over moneyfinances for spousesfinancial planning for women
financial planning Ahwatukee Arizona

Avoiding Common Financial Detours

Financial mistakes can occur throughout your lifetime. Whether you’re in your 40s, 50s or 60s, it’s important to be aware …

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financial detoursfinancial mistakesmoney mistakes
investment advisor phoenix arizona

The Danger of an Auto Pilot Investor

Auto-pilot is regularly used to fly airplanes. But is it a good idea for your retirement investments? An increasing number …

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ESPP ATTACK PLANmerrill edgerobo advisorself investorvanguard
wealth management Phoenix AZ

Time May Change Your View of Wealth

Your investment strategy and estate plan should keep pace as your views evolve. Time changes our perspective on many things, …

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Comprehensive Wealth ManagerwealthWealth Management
long term care insurance chandler Arizona

Retiring Soon? Look at Your Life Insurance

As you head into retirement, it makes sense to reevaluate your insurance coverage and make sure it’s sufficient. Now that …

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Financial Planninginsurancelife insurance

Career Moves That Make Sense After 40

It’s a great time to take stock of your career. It was once unthinkable to stray from your primary career …

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40 years oldchanging careersloss of job
retirement planning Phoenix AZ

Pretend You’re Retired for a Month

Lessons to learn from this experiment. Retirement is ideally a happy time of your life, freeing you up to do …

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lifestyleRetirementretirement planning
risk tolerance financial planning

Your Risk Protection Plan

Your insurance at mid-life: Gauging if you are underinsured. Life comes with all sorts of curveballs. Sometimes, they’re easily overcome …

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insurancelife insurancelong term care

You’re Not Your Loved Ones’ Bank

Say ‘no’ to loan requests and protect your wealth—and relationships. Some people may treat you differently when you’ve acquired substantial …

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money and familymoney management
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