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Financial Planning

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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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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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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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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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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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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Health Insurance Affordability – You May Be Part of America’s Underinsured

Most of us are familiar with the term “underinsured” as in other drivers because of our auto policies, but it can also apply to your health insurance. In this last week of open enrollment for the Affordable Care Act, we wanted to bring this to your attention. In the past few years it’s clear that millions have been underinsured. The average state-by-state estimate is 12% of the population. Being underinsured means...
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The Cost Of College – From Affordable To Sky-High

“If you want to get an earful about paying for college, listen to parents from states where tuition and fees have skyrocketed in the last five years. In Arizona, for example, parents have seen a 77 percent increase in costs. In Georgia, it’s 75 percent, and in Washington state, 70 percent.” [From referenced article linked below]. Listen to this report on National Public Radio (link below) and read the comments to ...
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