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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

The Future of Money and Why Cash Could be Kaput

The rise of mobile pay and what it might mean for your personal finances. The growth of mobile payments has …

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cashmobile paymoney
executive compensation Chandler Arizona

Let’s Talk Executive Compensation Packages

Those perks may come with great responsibility. When you reach the executive level at an established company, you are offered …

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compensation packagesESPP ATTACK PLANexecutivesGolden parachutesNQDCStock options
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
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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
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