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  • 480-247-9090
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Scottsdale Wealth Advisory logoiconScottsdale Wealth Advisory logo ×
  • About Us
    • Our Values
    • Our Team
  • Services
    • Wealth Management
      • Investments
      • Annuities
      • Life Insurance
      • Long-Term Care
      • End of Life
    • Retirement Planning
      • Custom Portfolio Design
      • Stress Testing and Fee Analysis
      • 401k, 403b Rollover
      • Social Security Optimization
    • Estate Planning
    • Tax Planning
  • Education
    • Retirement Learning Center
    • Articles & Videos
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  • Scottsdale Wealth Advisory Gainey Center II 8501 N. Scottsdale Road, Ste 205 Paradise Valley, AZ 85253
  • (480) 247-9090
  • info@SWAFirm.com

Education

Scottsdale Wealth AdvisoryEducation
Blog, The Scottsdale Retirement Learning Center

The Rule of 100: How Much Risk Should You Really Take in Retirement?

  • by Indigo Marketing
  • January 5, 2026
Blog, The Scottsdale Retirement Learning Center

What Is Asset Allocation — And Why It Matters After You Retire

  • by Indigo Marketing
  • January 5, 2026
Blog, The Scottsdale Retirement Learning Center

How to Organize Your Retirement Money (Without Getting Overwhelmed)

  • by Indigo Marketing
  • January 5, 2026
3 Ways to Increase Your Annuity Income (That Your Insurance Company Won’t Tell You)
Annuities, Blog

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

  • by scottsdalewa1
  • January 1, 2026
2026 Tax Planning Checklist for Retirees
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 vs. Dividend Stocks vs. Bonds: Which Gives You the Most Reliable Retirement Income?
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
Blog, Financial Planning

Smart Financial Gifts for Kids and Grandkids

  • by Indigo Marketing
  • November 9, 2025
Tips on Year-End Tax Planning for Retirees
Advice

10 Tips on Year-End Tax Planning for Retirees

  • by Indigo Marketing
  • November 8, 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
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Read Our Recent Posts Get Every Update

3 Retirement Tax Strategies We Use to Save Clients Money
  • February 3, 2026

3 Retirement Tax Strategies We Use to Save Clients Money

What $500K Buys You: Annuity vs. Investment Portfolio
  • February 3, 2026

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

5 Ways to Withdraw Money From an Annuity Early
  • February 3, 2026

5 Ways to Withdraw Money From an Annuity Early

  • February 2, 2026

How to Weather Market Volatility in Retirement

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  • Gainey Center II
  • 8501 N. Scottsdale Road, Ste 205
    Paradise Valley, AZ 85253
  • (480) 247-9090
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