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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

health insurance medicare Arizona

The Insurance Gap

COVID has & continues to re-shape the American work landscape in many ways. For some COVID forced early retirement, for …

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budget financial planning

Let’s talk the B. word.

The toughest part of a financial plan can be following a budget. But, when you execute a budget correctly it …

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Budgeting
401k plan Chandler Arizona

Why Take Advantage of a 401k: It’s Part of Your Compensation

One of the best ways for you to save toward your own retirement and ensure your future security is through …

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Investing advisor chandler AZ

The Most Important Investing Factor

IRA, ETF, 401K, pre-tax, post-tax. For many when you are just beginning your financial journey as a young adult many …

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Dealing with an Unexpected Retirement.

Retiring earlier than expected isn’t a new phenomenon. Some people are pleasantly surprised to find they are financially ready even …

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nurses and student loan forgivness

Nursing Student Loan Forgiveness Options

Working as a nurse can be a great way to start a rewarding career. And while it can be a …

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layoff financial planner Arizona

An Unexpected Layoff

2020 has been the year of uncertainty, but don’t give up hope. You may be one of the many affected …

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83(B) election Arizona

To 83(B) OR NOT To 83(B)

So what is a Section 83(b) election? Put simply, it accelerates your ordinary income tax. Sound complicated it is? Today, …

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83bTax Planningtax planning and financial planning
health insurance Ahwatukee Arizona

My Health Insurance is Trying to Bankrupt My Retirement

You likely haven’t given your health insurance plan much thought, if you have had a stable job for most of …

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financial planning for women Tempe Arizona

Why the Need?

When it boils down to it both men and women want to achieve long term financial security. So how is …

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Comprehensive Wealth ManagerWealth Management
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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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