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Wealthnest Planners
Financial Planning Chandler, Arizona 85226
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Retirement Planning in 2021
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An Unexpected Layoff
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To 83(B) OR NOT To 83(B)
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My Health Insurance is Trying to Bankrupt My Retirement
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Tips for Doctors and Nurses Facing a Pay Cut
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Nursing Student Loan Forgiveness Options
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The CARES Act in 2021
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The Swiss Army Knife of Financial Tools
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COVID-19 and your Student Loans
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NestologyTV EPISODE 42: Smart Family Investments
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Tales of the DIY: Diversifying by Advisor
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Your 2020 Financial Checklist
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Love. Marriage. Money.
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The Most Believed Student Loan Lies in 2020
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It’s not what you want to hear.
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2020: Love & Marriage……and Student Loans
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What is nestology™
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Is Your Advisor a Part-Time Fiduciary?
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The Unforeseen Dangers on the Road to Retirement
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NestologyTV EP. 36: Mo’ Money Mo’ Problems
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Volatility for Growth
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Early Retirement Savings Mistakes
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Nestology TV EP. 33 : The Original Brexiter’s (Happy 4th)
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Nestology TV EP. 32: Living to 100
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Are You Fooling Yourself About Your Retirement?
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The Sandwich Generation
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Wealth Building Strategies for 2019
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Nestology TV EP. 28: Liability insurance and Financial planning A Love Story
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Nestology TV EP. 27: The 6 Retirement Risks You Don’t Think About
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Nestology TV EP. 26: You Suck at Saving, Let’s Change That!
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Nestology TV Ep. 24: 2019 is The Time To Tax Plan
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Nestology TV: EP. 24 You’re Young Not Stupid
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Nestology TV EP. 23: CUT THE NOISE
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Nestology TV EP. 22: I HAD A PLAN!!!!!!
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Nestology TV EP. 21: Knowing When To Gift
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Nestology TV Ep. 20: How Do Advisors Get Paid
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Nestology TV EP 19: The Government Shutdown
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Nestology TV EP 18: Achieving Financial New Years Resolutions
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Nestology TV EP. 17: Wealthnest Christmas Edition
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Nestology TV EP. 16: Practical Retirement Savings Tips
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Nestology TV EP. 15: Year-End Tax Planning Tips
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Nestology EP. 14: Chasing Returns
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Nestology TV Ep. 13: Fear and Greed
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Nestology TV EP. 12 Speaking With Adult Children about Inheritance
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Nestology TV EP. 11: Dollars and Sense
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Nestology TV EP 10: What is the Opportunity Cost of Achieving a Goal?
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Nestology TV EP 9: Can Social Security Be Fixed
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Nestology TV EP 8: Know Before You Go
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Nestology TV EP 7: Why a Comprehensive Wealth Manager Matters
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Nestology TV EP 6: The Plan is to Live into Retirement
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Nestology TV EP 5: Why Tax Planning Matters
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Nestology TV EP 4: Three Tips to Maximize Your Employer Benefits
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Nestology TV EP 3: Common Missteps in Estate Planning
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Nestology TV EP 2: Will You Retire in a Bull or Bear Market?
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Nestology TV EP 1: Smart Financial Moves In Your 40’s & 50’s
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Our Blog
MAKING SENSE OF HSAs AND FSAs
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FINANCIAL INDEPENDENCE. RETIRE EARLY. (FIRE)
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Happy Financial Literacy Month
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Estate Planning 101
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The Lifetime Gift Tax Exemption and Annual Gift Tax Exclusion
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How Tax-Loss Harvesting May Help Lower Your Tax Bill
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Six Ideas for Paying Off Student Loans
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The Basics of Medicare Advantage Plans
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Gifts & Taxes: What to Know Before You Give
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Long-Term Care Costs & Choices
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Understanding the Business Cycle
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Ways to Maximize Your 401(k) Plan
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How much life insurance is enough?
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Help Your Adult Children Take A Step Toward Financial Independence
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What to know about Medicare before Retirement.
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529 Plans: The big questions answered
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Tips for Managing Your Small Business Through Trying Times
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Protecting Your Nest Egg When You’re Unemployed
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The Four Foundations of Financial Literacy
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Looking at Annuities? Here’s What to Know as You Consider Your Annuity Choices.
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Tempted to Tap Your 401(k)? Ask These Questions First
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Budget–It’s Not a Bad Word
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How Is Your Retirement Savings Progress?
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Do You Consider Taxes as You Invest?
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Why Retirement Planning Is So Vital for Women
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Divorce and Your Finances
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Facing Possible Unemployment? Take These Steps to Prepare
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Paying Off Student Loans
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The Risks of Market Timing
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Does Your Portfolio Reflect Your Risk Tolerance?
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Debt Should Retire When You Do
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Budgeting for Baby
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Beyond Retirement: What About Your Other Goals?
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How Smart Investments Now Can Pay Off Down the Road.
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The Millennial Message, DON’T DELAY PLANNING!
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College is Expensive. Make Sure You Have a Plan in Place.
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The Financial Toll of the Sandwich Generation.
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Reality Check on Your Retirement Savings
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Easy and Fun Ways to Teach Your Kids the Value of Money
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Making Smart Investments for Your Family
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The Smart Way to Save for Retirement and Pay Down Debt
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The Future of Money and Why Cash Could be Kaput
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Let’s Talk Executive Compensation Packages
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Saving for College—Today
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Why Couples Fight Over Money.
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Avoiding Common Financial Detours
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The Danger of an Auto Pilot Investor
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Time May Change Your View of Wealth
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Retiring Soon? Look at Your Life Insurance
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Career Moves That Make Sense After 40
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Pretend You’re Retired for a Month
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Your Risk Protection Plan
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You’re Not Your Loved Ones’ Bank
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Ask Questions as You Plan Your Estate
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62, 67, 70: When Will You Retire?
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Save and Invest Without Even Thinking About It
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The Role of The Guardian
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Advance Health Care Directives
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The Role of the Power of Attorney
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What is the Role of a Trustee
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What is The Role of the executor
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Using Trusts as Part of Your Estate Planning
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CONSOLIDATING RETIREMENT PLAN ASSETS
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Deciding What’s Next
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Being A Caregiver
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Facing the Complexities of Medicare
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Family Wealth Management: Tips for A Successful Transition Between Generations
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Take a Systematic Approach to Long-Term Investing
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401(K) Plan Choices for Job Changers
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Managing a Job Layoff
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Financial Issues as Retirement Draws Near
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Weighing Your 401(k) Options at Retirement
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10 Rules for the Retirement Road
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Common IRA Planning Mistakes
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Investing For Your Retirement Goals
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The Gift Tax? Questions of Life or Death
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Optimizing Social Security Income
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Retiring Earlier Than Planned?
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Do You Have Liability Protection?
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Special Needs Trusts and ABLE Accounts
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6 Ways to Fund a Working Mom’s Retirement
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Long-Term Care Choices
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Dollars and Sense, Social Media and your Money
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Your Financial Retirement Feedback Loop
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Why Women Are Delaying Retirement
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When Spouses Combine Finances
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Don’t Discount Your Will
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Can Social Security Be Fixed?
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Missteps That May Negatively Impact Estate Plans
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Build a Solid Financial Foundation
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Keep Your Head in the Game: Avoiding Mental Errors When You Invest
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Tackling Student Loan Debt
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50%, 20%, 30%: A Money Rule to Consider
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Time is Your Friend
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College Won’t Pay for Itself. How Will You Pay for It?
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Will You Retire in a Bull or Bear Market?
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Potential Income Streams for Retired Women
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Options for Your Tax Refund
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The Risks of D.I.Y. Investing & Financial Planning
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What to Do Before 30 if You Want to Build Wealth
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Smart Financial Moves in Your 40’s and 50’s
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A Look at the Gift Tax Exemption
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Lump-Sum vs. Monthly Pension
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Do You Consider Taxes as You Invest?
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How Inflation Threatens Retirees
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What is the Opportunity Cost of Achieving a Goal?
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Service Specialist or Advisor?
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What are you crossing off your bucket list?
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More Women Drive Financial Decision Making, But Fewer Seek Professional Advice
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Women, Wealth, and Legacy Planning
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Disability Insurance VS Long-Term Care Insurance?
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Long Term Care Insurance: The Real Cost of Aging
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Planning the Withdrawal of Your Retirement Assets
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What Today’s Workers Can Expect From Social Security Tomorrow
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The Low Down on Robo-Advisor
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What You Need to Know About Generational Wealth Management
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Time to Brush Up on Your IRA Facts
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Laid Off? What’s Your Action Plan?
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Let’s Talk About Marriage…….
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What’s Your Definition of Risk?
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I ain’t afraid of the DOL!
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It’s a Trap!
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Who Said You Couldn’t Take it With You?
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Tax Season Isn’t Over
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The Plan is to Live Into Retirement
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Individual Retirement Accounts Kinds of IRAs and Prohibited Transactions
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Pension Income Planning
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The Imperfect Income Solution
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THE DEVIL IS IN THE DETAILS
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5 Mistakes to Avoid After Getting Laid Off.
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Diversification-2016 edition
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How to Live Within Your Means
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Do I need an Attorney to settle an Estate?
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Maximizing your Employee Benefits
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Unintentional Stock Concentrators
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Smart Tax Planning
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401k Rollover ? | Retirement Planning
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Financial Planning in your 40’s
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An Overview of the Arizona College Savings (529 plan) Program
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Estate Planning for Those Living in Blended Families
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Making a Valid Will in Arizona
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Estate Tax Planning and Inheritance
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The Importance of Estate Planning
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Settling an Estate: The Process
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Talking with your Adult Children about Inheritance
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Employee Stock Purchase Plan | ESPP
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Planning for Retirement | Retirement Planning
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Why Tax Planning Matters
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What is a Comprehensive Wealth Manager?
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Why Hiring An Expert For Your Estate Planning Is In Your Best Interests
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Financial Planning In Your 20’s
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