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10751 North Frank Lloyd Wright Boulevard
Suite 103
Scottsdale, AZ 85259

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G. Wayne Neill CPA/PFS, CFP

(480) 922-9268

 
Surprise! You’ve Got Money! 18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit

 

Welcome!

Wayne has been helping his clients "save taxes and plan for the future" since 1991.  He is a native of Arizona, and has lived and worked in Scottsdale since 1985.

As both a Certified Public Accountant and Certified Financial Planner, Wayne is uniquely qualified to help you devleop a holistic tax, investment and financial plan.

It's vital to know all about our clients, and ask lots of questions.  For instance, do you have credit card or consumer debt?  If you do, the best course of action may be to reduce those before investing.  Another example.  What tax bracket are you in?  If you are in a low tax bracket-tax free bonds might not make sense for you.

The return on your investments is important.  But just as important is the return on your life.  What is important to you about money?  What are your fears and concerns?

For those of you visiting our site, Wayne is always willing to offer a complimentary initial consultation.  This is just a chance for you and Wayne to get to know each other-and see if there is a good fit to work together.

Please browse our site.  There is a lot of great information.  Make sure and click on the section titled "Wayne's Newsletters".  These are personally written by Wayne twice a year.

Oh by the way, rememember that Wayne is never to busy for your referrals!

Thanks again for stopping by.  Make it a great day!

 

Helpful Content

Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

 

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Four Steps to Valuing an Estate

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Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Three Key Questions to Answer Before Taking Social Security

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Mastering Mobile Lingo

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Retiree Health Care Coverage Overseas

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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Estimate your monthly and annual income from various IRA types.

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Enter various payment options and determine how long it may take to pay off a credit card.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

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