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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
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The Financial Rules All Children Should Know.

Teaching children about finances is an important responsibility for parents. By instilling good money habits from an early age, you …

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divorce and finances Arizona

The significance of financial goal communication within a marriage

Effective communication is the cornerstone of a successful marriage. When it comes to financial goals, open and honest communication becomes …

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financial planning chandler AZ

Saving for Retirement VS Inflation

Inflation can have a significant impact on your retirement savings, making it crucial to have a plan in place to …

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The Ultimate Guide to Successfully Blending Finances When Getting Re-Married

Combining finances is a significant step for any couple, but it becomes even more complex when re-marriage is involved. The …

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COULD A TRADE SCHOOL BE IN YOUR FUTURE?

The pros and cons to consider when weighing the options When high school seniors start to get their college acceptance …

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cash management arizona

PREPARE FOR UNEXPECTED EXPENSES WITHREADY CASH

We may not be able to see into the future, but we should try to prepare for it We don’t …

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financial planning for couples marriage

“MY” MONEY‚—OR “OUR”MONEY?

The pros and cons of pooling finances with your significant other Some couples face a difficult (and sometimes awkward) question …

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Financial Planningmarriagemarriage and financesRetirement Planning/Life StagesTax Planning
401(k) Plan Arizona

How to manage your 401(k) when you switch jobs

This article considers all options for managing funds in a former employer’s retirement plan. In the past, baby boomers and …

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estate planning advisor arizona

PROCRASTINATION IS THE BIGGEST BARRIER TO ESTATE PLANNING

Putting it off and dying “intestate” may not be the legacy you want to leave your loved ones The pandemic …

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estate planningestate planning mistakesplanning your estatewill and trustwills
401k plans phoenix AZ

Optimizing Required Minimum Distributions

Required minimum distributions take on added urgency as you approach (and reach) age 73, with specific rules and tax implications …

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ESPP ATTACK PLANestate planningFinancial Planningretirement planningRetirement Planning/Life Stages
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Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

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