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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

401(k) Plan Arizona

Ways to Maximize Your 401(k) Plan

A 401(k) account is one of the most valuable tools for saving and planning for retirement. Many plans offer features …

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401k401k planningrolling over a 401k

How much life insurance is enough?

Purchasing a life insurance policy is an important step toward protecting your loved ones from financial uncertainties. There’s no way …

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insuranceInsurance Planning/Annuitieslife insurance
adult children and finances

Help Your Adult Children Take A Step Toward Financial Independence

Some of the biggest lessons your child may learn happen when they’re entering adulthood and getting ready to live independent …

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adult childrenchildren and moneyretirement planning
medicare Tempe Arizona

What to know about Medicare before Retirement.

During National Medicare Week (September 21-27), take time to learn about this important program for covering your future health care …

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medicareretirement incomeretirement income planning
529 plans Chandler Arizona

529 Plans: The big questions answered

For National College Savings Month in September, we discuss several burning issues about these popular college savings vehicles. Assets in …

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529 plan529 planscollege planningcollege savingsdebtstudent loan debts
small business Arizona

Tips for Managing Your Small Business Through Trying Times

An economic downturn can make the challenge of running a small business even harder. Here are some ideas to help …

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unemployed Arizona

Protecting Your Nest Egg When You’re Unemployed

Don’t let a job loss derail your financial future. Consider these steps to help you stay on track to your …

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ESPP ATTACK PLAN

The Four Foundations of Financial Literacy

August 14 is Financial Awareness Day. It’s a good time to brush up on the principles of financial planning— budgeting, …

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annuities chandler arizona

Looking at Annuities? Here’s What to Know as You Consider Your Annuity Choices.

It is said that annuities aren’t bought, they’re sold. That means, not many people go shopping with the intention of …

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annuitiesInsurance Planning/Annuities
401k plans phoenix AZ

Tempted to Tap Your 401(k)? Ask These Questions First

Early withdrawals from retirement accounts are not only costly, but they can also disrupt your financial future. Think about the …

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401kESPP ATTACK PLANFinancial Planningloans
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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
transact securities business with residents of the following states:

AL, AZ CA, CO, FL, GA, HI, ID, IL, KY, ME, MI, MO, MT, NE, NV, NJ, NM, NY, NC OH, OK, OR, PA, SD, TX, VA, WA, WI

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