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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Invitation – Book Launch and Signing – Scottsdale, Arizona

You're Invited! BOOK LAUNCH & SIGNING - SCOTTSDALE, ARIZONA Date:  Saturday, March 5, 2016Time:   Noon - 1:30 PMLocation:   Altitude Coffee Lab8320 North Hayden Road, #107Scottsdale, Arizona  85258 "21 Days to Wealth, Well-Being, and Abundance Now!"by Greg Lane and Lisa Lane Please come meet authors Greg and Lisa Lane, hear them read from their book, and ask any questions you may have about the ...
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Food Forward Event in Scottsdale For Food Service Professionals (Event)

Food Forward is a special event for food service professionals where you will learn how you can help your institution achieve a more profitable, healthy, and sustainable dining operation. On February 4, 2016, you'll hear from experts on how they are meeting and capitalizing on the ever-growing demand for meatless meals - and how you can too! The event includes presentations, panel discussions, a cooking demo and c...
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2015 Arizona Academy of Nutrition and Dietetics Annual Nutrition Convention and Exposition (Event)

The 2015 Arizona Academy of Nutrition and Dietetics (AZAND) Annual Nutrition Convention & Exposition, held in cooperation with the Arizona Department of Health Services, is the leading convention for nutrition professionals in Arizona, attracting a wide audience of participants looking for cutting-edge nutrition products and solutions. WellFit Financial is a sponsor for this year's event.   Lisa Lan...
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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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Looking for a way to get yourself moving?

Join Me in Getting the World Moving I first became acquainted with the company Global Corporate Challenge (GCC) about 18 months ago, near the end of 2013. And I've been hooked ever since. Their slogan, "Get The World Moving" has had a tremendous effect on me. It's gotten me moving, recording my steps, competing with and against others, charting and watching my progress, and having a blast while doing it. What wa...
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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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Integration of Finances into Wellness Programs

You can keep wishing and hoping that your employer offers a financial wellness program, like the ones mentioned in this article*, or create your own feeling of living a life well planned by working with Greg and Lisa at WellFit Financial. When your financial house is in order you can feel your stress levels decline and watch your "to do" list shrink. We work with investors who are as serious about their health as the...
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