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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
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    • Investments
    • Wealthnest Media
  • Get Started
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financial planning Tempe Arizona

6 Ways to Fund a Working Mom’s Retirement

As a working mom, whole weeks may go by without the chance to sit down or even think. You’re managing …

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mothers and retirementsingle momstay at home momworking mom
financial planning GIlbert Arizona

Long-Term Care Choices

A look at three other Long-Term Care (LTC) coverage options Traditional long-term care insurance has grown costlier—and some of those …

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insuranceInsurance Planning/Annuitieslong term careLTC
financial planner Ahwatukee Arizona

Dollars and Sense, Social Media and your Money

What influences your spending choices?   Social media can pressure you to spend more than necessary. We have all seen our …

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BudgetingFinancial Planningmoney management

Your Financial Retirement Feedback Loop

Sometimes you need a “sounding board” for your ideas and concerns. If you don’t there may be ” feedback ” …

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financial advisorretirement planretirement planning

Why Women Are Delaying Retirement

It may be a wise financial choice. It may be a good idea for a woman to retire later rather …

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financial plannerfinancial planning for womenwomen

When Spouses Combine Finances

After you marry, to what degree should your financial lives be shared and how do those finances affect your relationship? …

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finances for spousesFinancial Planningmarriage

Don’t Discount Your Will

A self-created last will and testament may lead to problems. As an early step in estate planning, you may be …

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estate planningtrustswills

Can Social Security Be Fixed?

An overview of its current financial dilemma and potential solutions.   Will Social Security be different when you retire? Its …

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social security

Missteps That May Negatively Impact Estate Plans

Inattention and procrastination can hurt family wealth. Some estate planning is better than none, but sometimes people address wealth transfer …

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estate planningFinancial Planning

Build a Solid Financial Foundation

Creating a solid financial foundation can help investors stay focused no matter how the markets are performing. When the markets …

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BudgetingFinancial Planning
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