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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

 
When Markets React Behavioral Finance Should You Tap Retirement Savings to Fund College? Should You Ever Retire?

 

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

Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

The Lowdown on Those Free Credit Scores

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

Balancing Family Giving and Retirement Planning

Balancing Family Giving and Retirement Planning

Learn how to set guardrails around gifting and spending so generosity strengthens your family, not your retirement risk.

 

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Emotional vs. Strategic Decisions

Information vs. instinct. Are your choices based on evidence of emotion?

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

Understanding Money Market Funds

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

Find That Lost Retirement Account

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

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College Savings

See how much you may need to save now to cover future college costs for your child.

Long-Term-Care Needs

Estimate potential long-term care costs and what coverage may help address them.

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

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Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Choosing a Mortgage

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

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

Surprises

Making the most of surprises is a great reason to work with us.

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