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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

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

Keep Your Head in the Game: Avoiding Mental Errors When You Invest

Investors may want to avoid these common errors when saving for retirement. In the sports world, a mental error can …

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investment adviceinvestment strategyinvestments
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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
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