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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
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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
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
Understanding Fiduciary
Financial Planning, Investment Management

Understanding Fiduciary vs. Broker: Who’s Right for Your Investments

  • by scottsdalewa1
  • April 28, 2021
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Alarm clock with a sticky note labeled “TAX” on it, symbolizing the timing and planning needed to manage taxes on annuity income effectively.
  • June 4, 2026

How Are Annuities Taxed? 3 Signs You’re Paying Too Much.

Scottsdale financial advisor analyzing 2026 tax planning strategies with a retired couple.
  • June 4, 2026

Scottsdale Retirement Tax Planning: 5 Costly Mistakes to Avoid

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  • June 4, 2026

How Much Income Does a $250,000 Annuity Pay?

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  • May 4, 2026

Annuity Pros and Cons for Retirees: What to Know in 2026

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