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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
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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
  • (480) 247-9090
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Education

Scottsdale Wealth AdvisoryEducation
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
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
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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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