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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

Tackling Student Loan Debt

What options do you have if you risk a default? Have you made a federal student loan payment in the …

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student loan debtsstudent loans

50%, 20%, 30%: A Money Rule to Consider

One rule that can help you budget your income. Try the 50/20/30 technique for managing your household money. Applied over …

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Budgetingfinancial basicssaving

Time is Your Friend

A look at the potential of compounding and early, steady investing. Time may be the greatest asset for the young …

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account returnscompounding interestretirement planning

College Won’t Pay for Itself. How Will You Pay for It?

You may have more choices than you think. Is creating a college fund on your to-do list? Consider these options. …

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529 planscollege planningstudent loan

Will You Retire in a Bull or Bear Market?

Learn how that could affect your retirement strategy A bull market can promote overconfidence. You may be lulled into thinking …

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bear marketbull marketFinancial Planning

Potential Income Streams for Retired Women

Could you possibly arrange multiple income sources? On average, women receive 23% less Social Security income than men. In 2014 …

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estate planningincome streamsretirement planningwomen and money

Options for Your Tax Refund

What should you do with the money? A look at some choices. Each year, about 70% of taxpayers receive a …

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arizona taxestax refundtaxes

The Risks of D.I.Y. Investing & Financial Planning

In trying to do it yourself, there’s the chance you could do it all wrong. Many successful people refrain from …

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D.I.Y. Investingrobo advisor

What to Do Before 30 if You Want to Build Wealth

Some key financial steps that you could take. Your twenties are the perfect time to save and invest. Do it …

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Financial Planningwealth building

Smart Financial Moves in Your 40’s and 50’s

These crucial years call for action. Today, retirement may seem nearer to you than it once did. The following moves …

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40's50'sFinancial Planning
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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:

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