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  • About Us
    • Our Values
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  • Services
    • Wealth Management
      • Investments
      • Annuities
      • Life Insurance
      • Long-Term Care
      • End of Life
    • Retirement Planning
      • Custom Portfolio Design
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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
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
Unfinished Business Guide
Financial Planning

A Comprehensive Guide to Unfinished Business in Financial Planning

  • by scottsdalewa1
  • September 12, 2024
Two Lies and a Truth
Financial Planning

Truth Time: Can You Spot the Financial Lies

  • by scottsdalewa1
  • March 6, 2024
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Read Our Recent Posts Get Every Update

Retirement-age woman sitting on a couch looking worried while reviewing finances, representing concerns about creating lifetime income for a surviving spouse.
  • March 7, 2026

Can You Set Up Your Spouse With Lifetime Income?

Desk with a notepad labeled “Roth IRA Conversion,” symbolizing retirement tax planning and strategic Roth conversion decisions.
  • March 7, 2026

Why a Roth Conversion Might Make Sense, Even in Retirement

Safe Withdrawal Rate in Retirement
  • March 4, 2026

We Have a $1M Retirement Portfolio. How Much Can We Spend Without Running Out of Money?

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

3 Retirement Tax Strategies We Use to Save Clients Money

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  • Gainey Center II
  • 8501 N. Scottsdale Road, Ste 205
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