• Gainey Center II 8501 N. Scottsdale Road, Arizona
  • info@SWAFirm.com
  • 480-247-9090
Client log in
Scottsdale 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
    • Guides
  • Connect
  • Call: 480-247-9090
  • SCHEDULE APPOINTMENT
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
    • Guides
  • 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
Annuities, Retirement Planning

What Makes a 5 Star Annuity?

  • by scottsdalewa1
  • June 17, 2025
Financial Planning, Investment Management, Retirement Planning

How to Stay Calm and Smart During Market Volatility in Retirement

  • by scottsdalewa1
  • June 16, 2025
What’s the Right Age to Claim Social Security? It Depends On Your Plan
Retirement Planning

What’s the Right Age to Claim Social Security? It Depends On Your Plan

  • by scottsdalewa1
  • May 27, 2025
How to Keep More of Your Retirement Nest Egg With Smart Tax Planning
Retirement Planning, Tax Planning

How to Keep More of Your Retirement Nest Egg With Smart Tax Planning

  • by scottsdalewa1
  • May 27, 2025
guaranteed income text on paper
Retirement Planning

Why a Guaranteed Income Plan is Crucial for Retirement

  • by scottsdalewa1
  • May 22, 2025
coins stacked on dirt
Annuities, Retirement Planning

What are the 4 Types of Annuities?

  • by scottsdalewa1
  • May 20, 2025
man typing on laptop
Estate Planning, Retirement Planning

What is Estate Planning?

  • by scottsdalewa1
  • May 15, 2025
family walking on beach
Wealth Management

Life Insurance Planning: 5 Helpful Tips to Get You Started

  • by scottsdalewa1
  • May 13, 2025
Annuities, Retirement Planning

What Is An Annuity?

  • by scottsdalewa1
  • May 12, 2025
You’ve Got the Annuity—What’s Next?
Annuities, Retirement Planning

You’ve Got the Annuity—What’s Next?

  • by scottsdalewa1
  • May 12, 2025
  • 1
  • ...
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8

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)

WE HELP YOU ON EVERY STEP OF THE JOURNEY

Schedule Your ‍Financial Coaching Session Today!

Schedule your financial coaching session to learn more about finding true-balance in your money management. This complimentary one-hour session will help uncover where any deficiencies hide within your current financial plan that can be catastrophic to living your retirement on your terms.

Chat with Us
Get smart, practical financial planning insights for confident retirement decisions.

Join Our Newsletter

iconiconScottsdale Wealth Advisory logo
  • Gainey Center II
  • 8501 N. Scottsdale Road, Ste 205
    Paradise Valley, AZ 85253
  • (480) 247-9090
  • info@SWAFirm.com

Company

  • About Us
  • Our Values
  • Our Team
  • Education
  • Connect
  • Client Log In
  • Disclosures

Services

  • Wealth Management
  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • Client Log In

© 2025 Scottsdale Wealth Advisory, LLC. All Rights Reserved.

Download the eGuide Now!