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…
By: Zoey Thompson | Published: August 15, 2019
Congratulations! The arrival of a grandchild is always an exciting time. Since many grandparents wish to assist in covering their grandchildren’s future financial needs, it’s also a good time to consider financial preparations for the future. If you hope to provide funds to your grandchildren, both 529 plans and trusts are beneficial options.
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