Our Recent Posts

Blog, Estate Planning, Investment Management, Wealth Management

Can You Set Up Your Spouse With Lifetime Income?

• by scottsdalewa1
• March 7, 2026

Blog, Retirement Planning, Wealth Management

Why a Roth Conversion Might Make Sense, Even in Retirement

• by scottsdalewa1
• March 7, 2026

Blog, Investment Management, Retirement Planning

We Have a $1M Retirement Portfolio. How Much Can We Spend Without Running Out of Money?

• by scottsdalewa1
• March 4, 2026

Blog, Retirement Planning, Tax Planning

3 Retirement Tax Strategies We Use to Save Clients Money

• by scottsdalewa1
• February 3, 2026

Annuities, Blog, Investment Management

What $500K Buys You: Annuity vs. Investment Portfolio

• by scottsdalewa1
• February 3, 2026

Annuities, Blog, Financial Planning

5 Ways to Withdraw Money From an Annuity Early

• by scottsdalewa1
• February 3, 2026

Annuities, Blog

3 Ways to Increase Your Annuity Income (That Your Insurance Company Won’t Tell You)

• by scottsdalewa1
• January 1, 2026

Blog, Retirement Planning, Tax Planning

2026 Tax Planning Checklist for Retirees

• by scottsdalewa1
• December 31, 2025

Annuities, Blog

What Makes a 5 Star Annuity?

• by scottsdalewa1
• December 12, 2025

Annuities, Blog, Investment Management, Retirement Planning, Wealth Management

Annuities vs. Dividend Stocks vs. Bonds: Which Gives You the Most Reliable Retirement Income?

• by scottsdalewa1
• November 26, 2025