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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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Annuity pros and cons for retirees shown with two arrow signs labeled pros and cons
Annuities, Blog

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

  • by scottsdalewa1
  • May 4, 2026
Retiree reviewing IRA distribution strategies on a laptop for tax-smart retirement planning
Blog, Tax Planning

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

  • by scottsdalewa1
  • May 4, 2026
Retirement income planning decision with investments, Social Security, and annuities represented by winding roads
Blog, Retirement Planning

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

  • by scottsdalewa1
  • May 4, 2026
Financial advisors reviewing annuity performance data on a tablet, highlighting the importance of the annual annuity review for maximizing returns.
Annuities, Blog, Investment Management

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

  • by scottsdalewa1
  • April 4, 2026
Tax planning concept with magnifying glass highlighting percentage symbol over tax blocks, representing strategies to create tax-free income in retirement
Blog, Retirement Planning, Tax Planning

How to Create Tax-Free Income in Retirement (4 Legal Strategies)

  • by scottsdalewa1
  • April 3, 2026
Retired man sitting on bed with hands on his head looking stressed, representing regret and common mistakes retirees make when buying annuities
Annuities, Blog, Retirement Planning

What Retirees Wish They Knew About Annuities Before Buying

  • by scottsdalewa1
  • April 3, 2026
Retirement-age woman sitting on a couch looking worried while reviewing finances, representing concerns about creating lifetime income for a surviving spouse.
Blog, Estate Planning, Investment Management, Wealth Management

Can You Set Up Your Spouse With Lifetime Income?

  • by scottsdalewa1
  • March 7, 2026
Desk with a notepad labeled “Roth IRA Conversion,” symbolizing retirement tax planning and strategic Roth conversion decisions.
Blog, Retirement Planning, Wealth Management

Why a Roth Conversion Might Make Sense, Even in Retirement

  • by scottsdalewa1
  • March 7, 2026
Safe Withdrawal Rate in Retirement
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
3 Retirement Tax Strategies We Use to Save Clients Money
Blog, Retirement Planning, Tax Planning

3 Retirement Tax Strategies We Use to Save Clients Money

  • by scottsdalewa1
  • February 3, 2026
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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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