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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
    • Estate Planning
    • Tax Planning
  • Education
    • Retirement Learning Center
    • Articles & Videos
  • Connect
  • 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
Long Term Care Planning
Long-Term Care

Long Term Care Planning: Creating an Effective Plan in 6 Steps

  • by scottsdalewa1
  • February 18, 2025
Estate Planning vs Trust
Estate Planning, Wealth Management

Estate Planning vs Trust: Which One Do You Need?

  • by scottsdalewa1
  • January 9, 2025
Social Security Retirement Income
Retirement Planning

Social Security Optimization: 5 Pro Tips to Increase Your Social Security Check

  • by scottsdalewa1
  • January 7, 2025
Fiduciary Rule
Financial Planning

Fiduciary Rule vs Suitability Standard: How Do They Differ?

  • by elizabeth Gwinner
  • January 3, 2025
Wealth Management
Wealth Management

What is Wealth Management?

  • by scottsdalewa1
  • January 3, 2025
Finding Your 5 Star Annuity
Annuities, Retirement Planning

Guide To Finding Your 5 Star Annuity

  • by scottsdalewa1
  • October 23, 2024
Social Security Retirement Income
Retirement Planning

Social Security Retirement Income Estimator

  • by scottsdalewa1
  • October 23, 2024
Retirement Planning
Retirement Planning

Understanding the Rule of 100 for Retirement Planning

  • by scottsdalewa1
  • October 4, 2024
bond
Investment Management

Understanding Bond Funds: A Complete Guide

  • by scottsdalewa1
  • September 26, 2024
annuity
Annuities, Retirement Planning

Annuity Breakdown

  • by scottsdalewa1
  • September 19, 2024
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Read Our Recent Posts Get Every Update

  • January 28, 2026

How to Plan for Taxes in Retirement

  • January 27, 2026

Understanding Annuities: Myth vs. Reality

  • January 14, 2026

How Much Cash Should You Keep in Retirement?

  • January 6, 2026

How to Pay Yourself in Retirement: 4 Proven Withdrawal Strategies

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