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  • About Us
    • Our Values
    • Our Team
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    • 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
Financial advisors reviewing annuity performance data on a tablet, highlighting the importance of the annual annuity review for maximizing returns.
Annuities, Blog, Investment Management

Annual Annuity Review: What We Check (and You Should Too)

  • by scottsdalewa1
  • April 4, 2026
Tax planning concept with magnifying glass highlighting percentage symbol over tax blocks, representing strategies to create tax-free income in retirement
Blog, Retirement Planning, Tax Planning

How to Create Tax-Free Income in Retirement (4 Legal Strategies)

  • by scottsdalewa1
  • April 3, 2026
Retired man sitting on bed with hands on his head looking stressed, representing regret and common mistakes retirees make when buying annuities
Annuities, Blog, Retirement Planning

What Retirees Wish They Knew About Annuities Before Buying

  • by scottsdalewa1
  • April 3, 2026
Retirement-age woman sitting on a couch looking worried while reviewing finances, representing concerns about creating lifetime income for a surviving spouse.
Blog, Estate Planning, Investment Management, Wealth Management

Can You Set Up Your Spouse With Lifetime Income?

  • by scottsdalewa1
  • March 7, 2026
Desk with a notepad labeled “Roth IRA Conversion,” symbolizing retirement tax planning and strategic Roth conversion decisions.
Blog, Retirement Planning, Wealth Management

Why a Roth Conversion Might Make Sense, Even in Retirement

  • by scottsdalewa1
  • March 7, 2026
Safe Withdrawal Rate in Retirement
Blog, Investment Management, Retirement Planning

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

  • by scottsdalewa1
  • March 4, 2026
3 Retirement Tax Strategies We Use to Save Clients Money
Blog, Retirement Planning, Tax Planning

3 Retirement Tax Strategies We Use to Save Clients Money

  • by scottsdalewa1
  • February 3, 2026
What $500K Buys You: Annuity vs. Investment Portfolio
Annuities, Blog, Investment Management

What $500K Buys You: Annuity vs. Investment Portfolio

  • by scottsdalewa1
  • February 3, 2026
5 Ways to Withdraw Money From an Annuity Early
Annuities, Blog, Financial Planning

5 Ways to Withdraw Money From an Annuity Early

  • by scottsdalewa1
  • February 3, 2026
The Scottsdale Retirement Learning Center

How to Weather Market Volatility in Retirement

  • by Indigo Marketing
  • February 2, 2026
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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)

Tax planning concept with magnifying glass highlighting percentage symbol over tax blocks, representing strategies to create tax-free income in retirement
  • April 3, 2026

How to Create Tax-Free Income in Retirement (4 Legal Strategies)

Retired man sitting on bed with hands on his head looking stressed, representing regret and common mistakes retirees make when buying annuities
  • April 3, 2026

What Retirees Wish They Knew About Annuities Before Buying

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?

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