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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

Budget–It’s Not a Bad Word

It’s time to take stock of your spending habits and create a budget. Seeing the numbers in front of you …

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Budgeting

How Is Your Retirement Savings Progress?

Are you on track to meet your goals? As you save for retirement, it helps to have an occasional “reality …

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Retirementretirement planretirement planning

Do You Consider Taxes as You Invest?

A few astute moves could help promote a better after-tax return. As you weigh risk vs. return, you may risk …

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ESPP ATTACK PLANtax creditsTax Planningtaxes and investments
retirement planning for women

Why Retirement Planning Is So Vital for Women

They face a heightened retirement savings challenge. How critical is it for women to build retirement savings? At least as …

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financial planning for womenwomen and financeWomen Investors
divorce and finances Arizona

Divorce and Your Finances

Keeping an eye on your financial health during a divorce is essential. This article outlines some important topics to consider …

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divorcedivorce and moneyestate planningfinancial adviceQDRO
unemployment chandler Arizona

Facing Possible Unemployment? Take These Steps to Prepare

If you’re facing unemployment or concerned about the possibility of upcoming layoffs, there are some small, proactive steps you can …

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COBRAESPP ATTACK PLANgetting laid offinsuranceunemployment

Paying Off Student Loans

There are many choices for repaying student loans. This checklist can help you weigh them. Actively managing your debt is …

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student loanstudent loan debtsstudent loans
financial planning phoenix Arizona

The Risks of Market Timing

Attempting to pinpoint market highs and lows may result in lower returns for investors. “Market timing” is the strategy of …

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bear marketbull marketmarket volatility
risk tolerance financial planning chandler arizona

Does Your Portfolio Reflect Your Risk Tolerance?

There are many types of risk associated with investing. Understanding each type and the effect it may have on your …

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ESPP ATTACK PLANfinancial plannerfinancial riskrisk
debt and financial planning

Debt Should Retire When You Do

While credit cards can be convenient and often come with useful features, it’s important to minimize debt when retirement is …

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debtretirement planningRetirement Planning/Life Stages
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