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  • About Us
    • Our Values
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  • Services
    • Wealth Management
      • Investments
      • Annuities
      • Life Insurance
      • Long-Term Care
      • End of Life
    • Retirement Planning
      • Custom Portfolio Design
      • Stress Testing and Fee Analysis
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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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Financial Planning

Scottsdale Wealth AdvisoryEducationFinancial Planning
5 Ways to Withdraw Money From an Annuity Early
Annuities, Blog, Financial Planning

5 Ways to Withdraw Money From an Annuity Early

  • by scottsdalewa1
  • February 3, 2026
Blog, Financial Planning

Smart Financial Gifts for Kids and Grandkids

  • by Indigo Marketing
  • November 9, 2025
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
Types of Life Insurance: Complete Guide for Every Stage of Life
Annuities, Financial Planning

Types of Life Insurance: Complete Guide for Every Stage of Life

  • by scottsdalewa1
  • September 24, 2025
Annuities, Financial Planning

Will an Annuity Protect Me From Market Volatility?

  • by scottsdalewa1
  • July 7, 2025
Financial Planning, Investment Management, Retirement Planning

How to Stay Calm and Smart During Market Volatility in Retirement

  • by scottsdalewa1
  • June 16, 2025
Fiduciary Rule
Financial Planning

Fiduciary Rule vs Suitability Standard: How Do They Differ?

  • by elizabeth Gwinner
  • January 3, 2025
Unfinished Business Guide
Financial Planning

A Comprehensive Guide to Unfinished Business in Financial Planning

  • by scottsdalewa1
  • September 12, 2024
Two Lies and a Truth
Financial Planning

Truth Time: Can You Spot the Financial Lies

  • by scottsdalewa1
  • March 6, 2024
Understanding Fiduciary
Financial Planning, Investment Management

Understanding Fiduciary vs. Broker: Who’s Right for Your Investments

  • by scottsdalewa1
  • April 28, 2021
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  • June 4, 2026

How Are Annuities Taxed? 3 Signs You’re Paying Too Much.

Scottsdale financial advisor analyzing 2026 tax planning strategies with a retired couple.
  • June 4, 2026

Scottsdale Retirement Tax Planning: 5 Costly Mistakes to Avoid

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  • June 4, 2026

How Much Income Does a $250,000 Annuity Pay?

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  • May 4, 2026

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

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Disclosures

All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or an indication of future results.

Opinions expressed herein are solely those of Scottsdale Wealth Advisory, LLC, and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness, and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Scottsdale Wealth Advisory, LLC, an Investment Advisor in the State of Arizona, Colorado, Illinois, Ohio, Texas, and Washington. Being registered as an investment adviser does not imply a certain level of skill or training.

Scottsdale Wealth Advisory, LLC is not affiliated with or endorsed by the Social Security Administration or any other government agency.

The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Arizona, Colorado, Illinois, Ohio, Texas, and Washington or where otherwise legally permitted.

Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.

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When you follow a link to one of these sites neither Scottsdale Wealth Advisory, LLC, nor any agency, officer, or employee of Scottsdale Wealth Advisory, LLC, warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.

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