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Press Release | Scottsdale Wealth Advisory: Invest With Purpose For A Successful Retirement

Scottsdale Wealth Advisory is one of the most respected financial advisory service providers in the Southwestern US, offering full-service financial management, educational resources, and events to the public.

“Scottsdale Wealth Advisory was launched with a vision and set of principles that we continue to maintain as a firm,” explains Senior Vice President David D’Eredita. “We are ever-mindful of our role as a…

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By: Zoey Thompson | Published: August 15, 2019

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When life gets hectic and your to-do list seems endless, it can be easy to let financial planning details slip through the cracks. However, updates to your designated beneficiaries on 401(k) plans, IRA accounts, and other retirement assets is vitally important.

The Importance of Designating Beneficiaries

When life gets hectic and your to-do list seems endless, it can be easy to let financial planning details slip through the cracks. However, updates to your designated beneficiaries on 401(k) plans, IRA accounts, and other retirement assets is vitally important.

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