Educational Guides to Help You Make Smarter Financial Decisions
At Scottsdale Wealth Advisory, we believe informed decisions lead to better financial outcomes. Explore our collection of educational resource guides designed to help you navigate retirement planning, investment strategies, tax considerations, and long-term wealth management. Download the guides most relevant to your goals and take the next step toward greater financial clarity and confidence.
The Financial GPS Program
You’re managing multiple moving pieces: investment accounts, retirement plans, Social Security timing, insurance needs, and estate planning considerations. Each decision affects the others, and one misstep can have lasting consequences for your financial well-being.
This complexity is exactly why comprehensive wealth management services exist: to help coordinate all these elements into a cohesive strategy that supports your retirement goals. At Scottsdale Wealth Advisory, we use our Financial GPS Program to navigate this complexity systematically, addressing the five interconnected worlds of retirement planning.
Download our free guide to retirement planning.
The 7 Biggest Misconceptions About Annuities
Most people have heard conflicting advice about annuities. Some say they’re the best way to guarantee retirement income. Others warn they’re expensive traps with hidden fees.
The truth? Annuities can be a powerful tool for creating guaranteed income in retirement, but they’re not right for everyone. Understanding how they really work is the first step in deciding if they belong in your plan.
We’ve put together a free guide that clears up the seven biggest misconceptions about annuities. You’ll learn the truth about fees, liquidity, inflation protection, and what happens to your money when you pass away.
How to Lock in Lifetime Retirement Income and Protect Your Money From Market Chaos with Annuities
A strong retirement plan isn’t built on hope. It’s built on reliable income and smart risk management. This eGuide breaks down how certain annuities can be used to help stabilize cash flow, reduce the fear of downturns, and support the lifestyle you worked for.
Inside, you’ll find a practical explanation of what annuities are, how they’re commonly used, and the potential drawbacks without the confusing fine print. And because we’re independent fiduciaries, our goal is simple: help you understand your options and choose what fits your plan.
Download free guide.
A Guide to Unfinished Business
After helping a client whose husband died suddenly, our founder, Brent Matthew, was inspired to create a comprehensive resource that could help others facing similar circumstances.
This guide breaks down the important tasks into manageable timeframes. From immediate needs to longer-term considerations, covering everything from obtaining death certificates and notifying Social Security to handling bank accounts, insurance policies, and estate matters.
The Guide to Finding Your 5 Star Annuity
One common misconception is that there are many types of annuities, when in fact, there are only four. Some annuities function as deposits, while others are considered investments. Deposit-based annuities protect and guarantee your principal, while investment-based annuities expose your principal to risk and potential loss.
Understanding these distinctions and choosing the right type for your needs is crucial for your financial security. Discover how to choose the best annuity for your retirement with our free 5 Star Annuity Guide and learn the insider metrics that could put thousands more in your pocket.
The Safety of Annuities
We hear this question all the time: “Is my money really safe in an annuity?” The truth is, not all annuities are created equal and the answer depends on the strength and structure of the company backing your policy.
That’s why we’ve put together a free, easy-to-read guide that walks you through:
- How large insurance companies protect your money
- What “legal reserves” and “surplus capital” mean for your safety
- What happens if an insurer runs into trouble, and how your benefits are still protected
Download your copy of The Safety of Annuities and get the facts before making a decision.