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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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What Is an Independent Fiduciary Financial Advisor and Why Is it Important?
Blog, Financial Planning

What Is an Independent Fiduciary Financial Advisor and Why Is it Important?

  • by scottsdalewa1
  • September 24, 2025
Retirement Income Planning Case Studies: How We Guide Clients Through Every Life Stage
Blog, Retirement Planning

Retirement Income Planning Case Studies: How We Guide Clients Through Every Life Stage

  • by scottsdalewa1
  • September 24, 2025
How to Withdraw Money in Retirement: The Best Order for Tax Efficiency
Blog, Retirement Planning

How to Withdraw Money in Retirement: The Best Order for Tax Efficiency

  • by scottsdalewa1
  • August 27, 2025
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
  • August 27, 2025
How Annuities Can Work With Your Other Investments
Annuities, Blog, Investment Management

How Annuities Can Work With Your Other Investments

  • by scottsdalewa1
  • August 23, 2025
What Happens to Your Annuity When You Pass?
Annuities, Blog, Retirement Planning

What Happens to Your Annuity When You Pass?

  • by scottsdalewa1
  • July 29, 2025
Can Your Retirement Plan Withstand a $138,000 Loss?
Blog, Retirement Planning

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

  • by scottsdalewa1
  • July 29, 2025
Understanding Medicare IRMAA: How Your Income Affects What You Pay
Blog, Long-Term Care, Retirement Planning

Understanding Medicare IRMAA: How Your Income Affects What You Pay

  • by scottsdalewa1
  • July 17, 2025
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  • May 4, 2026

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  • May 4, 2026

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

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  • 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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