Broker Check

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

LinkedIn

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

Capital Gains Tax When Selling Your Home

Capital Gains Tax When Selling Your Home

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

Women on the Rise

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

Debt vs. Investment

Debt vs. Investment

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

 

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

All Muni Bonds Are Not Created Equal

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

A Cheat Sheet for Sending Your Kid to College

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

SECURE Act 2.0: An Overview

The second iteration of the SECURE Act brings forward several changes to the world of retirement.

New Retirement Contribution Limits for 2026

A look at the new retirement contribution limits from the IRS.

View all articles arrow

How Long Will Your Money Last?

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

Should I Buy or Lease an Auto?

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

Taxable vs. Tax-Deferred Savings

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

Debt-to-Income Ratio Calculator

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

View all calculators arrow

Surprises

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

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

View all videos arrow