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  • About Us
    • Our Values
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    • Wealth Management
      • Investments
      • Annuities
      • Life Insurance
      • Long-Term Care
      • End of Life
    • Retirement Planning
      • Custom Portfolio Design
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      • Social Security Optimization
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  • Scottsdale Wealth Advisory Gainey Center II 8501 N. Scottsdale Road, Ste 205 Paradise Valley, AZ 85253
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Our Recent Posts

Scottsdale Wealth AdvisoryArticles by: scottsdalewa1
How Required Minimum Distributions (RMDs) Could Raise Your Tax Bill
Blog, Retirement Planning, Tax Planning

How Required Minimum Distributions (RMDs) Could Raise Your Tax Bill

  • by scottsdalewa1
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How Annuities Can Work With Your Other Investments
Annuities, Blog, Investment Management

How Annuities Can Work With Your Other Investments

  • by scottsdalewa1
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What Happens to Your Annuity When You Pass?
Annuities, Blog, Retirement Planning

What Happens to Your Annuity When You Pass?

  • by scottsdalewa1
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Can Your Retirement Plan Withstand a $138,000 Loss?
Blog, Retirement Planning

Can Your Retirement Plan Withstand a $138,000 Loss?

  • by scottsdalewa1
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Understanding Medicare IRMAA: How Your Income Affects What You Pay
Blog, Long-Term Care, Retirement Planning

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Annuities, Retirement Planning

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  • by scottsdalewa1
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Annuities, Financial Planning

Will an Annuity Protect Me From Market Volatility?

  • by scottsdalewa1
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Why Having a Diversified Retirement Portfolio Is Important
Retirement Planning

Why Having a Diversified Retirement Portfolio Is Important

  • by scottsdalewa1
  • June 20, 2025
Annuities, Retirement Planning

What Makes a 5 Star Annuity?

  • by scottsdalewa1
  • June 17, 2025
Financial Planning, Investment Management, Retirement Planning

How to Stay Calm and Smart During Market Volatility in Retirement

  • by scottsdalewa1
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Read Our Recent Posts Get Every Update

Annuity pros and cons for retirees shown with two arrow signs labeled pros and cons
  • May 4, 2026

Annuity Pros and Cons for Retirees: What to Know in 2026

Retiree reviewing IRA distribution strategies on a laptop for tax-smart retirement planning
  • May 4, 2026

“Too Much” in Your IRA? 4 Tax-Smart Distribution Strategies for Retirees

Retirement income planning decision with investments, Social Security, and annuities represented by winding roads
  • May 4, 2026

Are Your Investments, Social Security, and Annuity Working Together or Pulling in Different Directions?

Financial advisors reviewing annuity performance data on a tablet, highlighting the importance of the annual annuity review for maximizing returns.
  • April 4, 2026

Annual Annuity Review: What We Check (and You Should Too)

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  • Gainey Center II
  • 8501 N. Scottsdale Road, Ste 205
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