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  • 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
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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
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
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
Annuities, Retirement Planning

3 Questions Every Annuity Owner Should Ask Before Retiring

  • by scottsdalewa1
  • July 14, 2025
Annuities, Financial Planning

Will an Annuity Protect Me From Market Volatility?

  • by scottsdalewa1
  • July 7, 2025
Why Having a Diversified Retirement Portfolio Is Important
Retirement Planning

Why Having a Diversified Retirement Portfolio Is Important

  • by scottsdalewa1
  • June 20, 2025
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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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  • Gainey Center II
  • 8501 N. Scottsdale Road, Ste 205
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