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Author: Greg Lane

We’ve Been Featured by Salvatore Caputo in Jewish News Arizona

Thank You! We just wanted to take a moment to send a shout out to Salvatore Caputo for featuring our business in his column at Jewish News (jewishaz.com). Sal, thanks for the kind words. Lisa and I always enjoy your weekly articles and we look forward to reading more about local events. We appreciate your well-written article. It certainly gets the message across regarding what we are all about. Thanks als...
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SEC.gov | Investor Alert: Automated Investment Tools

The Securities and Exchange Commission Office of Investor Education and Advocacy (OIEA) and the Financial Industry Regulatory Authority, Inc. (FINRA) issued an alert to provide investors with a general overview of automated investment tools. Click to read SEC alert here. Here at WellFit Financial, we don't have any opinion on the so called Robo Advisors. However, we do urge caution...buyer beware. What value do we...
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To Win at the Tax Game, Know the Rules – NY Times

Before you visit your tax preparer... Take a look at your 2013 Federal form 1040. The New York Times just published an interactive article that points out, line by line, the possible tax savings ideas that you should have used on your 2013 tax return. Did your tax preparer take advantage of these for you? At WellFit Financial, we are a CPA firm, but we don't prepare income tax returns. We DO offer you a second...
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11 Less Obvious Ways to Save Money

Keeping your cash... Perhaps you have not thought enough about some less common, but enormously impactful ways to save more $$$. In keeping with our mission here at WellFit, let’s all get our financial lives in order and the rest, especially our health, will follow. This article is from Money Management International, the non-profit Arizona credit counseling agency: “When it comes to smart money management, our...
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6 Retirement Planning Questions – are you ready to answer these?

Retirement planning stress? Let us help you to answer these six of your most common concerns so that you can sleep better at night: What will my retirement look like? How much do I need to save? How much and what type of health insurance will I need? Should I pay off my mortgage? When should I begin Social Security and pension payouts? In what order should I take these withdrawals? At WellFit...
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Use your tax refund to fund your 2014 IRA contributions

Did you know that you can use your income tax refund from your 2014 Form 1040 to make your 2014 IRA contributions? Yes, that's right...last year's IRA contribution! Simply file your return early and include IRS Form 8888 to have your refund go directly into your IRA at your brokerage, mutual fund or bank account. It is that easy. You won't see any check; the transaction is more secure. If you have questions ab...
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Preparing your own income tax returns? Obama Care reporting you must do!

Recently, the IRS released a new taxpayer guide explaining all of the complex issues that you may have to deal with regarding compliance with the Affordable Care Act (Obama Care) when preparing your own 2014 income tax returns (using TurboTax and Tax Cut, for example). I would recommend looking at this guide before you complete your tax returns, especially if you received a form 1095-A.  Your 2014 income tax returns...
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Analyze Your Investment Risk Level – Introducing Riskalyze

WellFit Financial has implemented Riskalyze, the award winning risk engineering technology that mathematically pinpoints a client’s Risk Number, and aligns a client’s portfolio to match. Built on a Nobel Prize-winning framework, Riskalyze replaces subjective terms like “conservative” and “aggressive” with the Risk Number, a quantitative way for clients and advisors to establish the correct amount of risk for their i...
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Social Security Core Benefits 02-24-2015 (Event)

This presentation reviews Social Security’s core benefits including: retirement, disability, survivors, Medicare, and Supplemental Security Income (SSI) benefits. Date: Time: Venue: Location: Map: Schedule: Pre-Registration: Tuesday, February 24, 2015 1:00 to 3:00 PM Mustang Library Auditorium - Book Discussion Room 10101 N 90th St, Scottsdale, AZ 85258 Google Map Link http://www.scottsdaleaz.gov/...
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Medicare and Medicare Advantage 03-09-2015 (Event)

This Medicare presentation offers an overview and comparison of traditional Medicare and Medicare Advantage (Part C), including how Parts A, B, and D work with both traditional Medicare and Medicare Advantage. Date: Time: Venue: Location: Map: Schedule: Pre-Registration: Monday, March 9, 2015 6:00 to 8:00 PM Community Design Studio 7506 E Indian School Road, Scottsdale, AZ 85251 Google Map Link h...
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11 Less Obvious Ways to Save Money

Keeping your cash... Perhaps you have not thought enough about some less common, but enormously impactful ways to save more $$$. In keeping with our mission here at WellFit, let’s all get our financial lives in order and the rest, especially our health, will follow. This article is from Money Management International, the non-profit Arizona credit counseling agency: “When it comes to smart money management, our...
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Medicare and Medicare Advantage 11-13-2014 (Event)

This Medicare presentation offers an overview and comparison of traditional Medicare and Medicare Advantage (Part C), including how Parts A, B, and D work with both traditional Medicare and Medicare Advantage. Date: Time: Venue: Location: Map: Schedule: Pre-Registration: Thursday, November 13, 2014 1:00 to 3:00 PM Mustang Library Auditorium 10101 N 90th St, Scottsdale, AZ 85258 Google Map Link ht...
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Social Security Core Benefits 10-28-2014 (Event)

This presentation reviews Social Security’s core benefits including: retirement, disability, survivors, Medicare, and Supplemental Security Income (SSI) benefits. Date: Time: Venue: Location: Map: Schedule: Pre-Registration: Tuesday, October 28, 2014 6:00 to 8:00 PM Community Design Studio 7506 E Indian School Road, Scottsdale, AZ 85251 Google Map Link http://www.scottsdaleaz.gov/education/nbhdco...
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Arizona 2014 Long Term Care Costs Just Released

The Genworth Life Insurance Company has just released their 2014 State specific survey of long-term care (LTC) costs for home, community & facility care. Because the Grand Canyon state attracts throngs of retirees, these costs are more competitive than other locales. Most policies will include inflation protection since these prices naturally increase as we get older. In Arizona, an assisted living facility av...
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Men, If You Care About Your Spouse, Buy LTC Insurance

When talking to couples about retirement and aging most folks picture lives of pleasant travel along with strolls on the beach. But what if you can’t walk let alone stroll? It’s time to rethink that scenario. Most single women are willing to converse about the possibility that they may need care as they age. But it’s often married men who assume that their spouses are willing and able to care for them, even though...
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