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How quickly should new graduates start saving for retirement ...

May 23, 2019 · Neal Van Zutphen, a CFP based in Tempe, Ariz., responded: “Saving monies outside of the employer-sponsored plan (after tax funds) is great for building emergency funds but does not necessarily…

Depression risk could derail your retirement portfolio - Reuters

May 14, 2019 · “We talk about diversifying your portfolio and your life,” said Neal Van Zutphen, a certified financial planner from Tempe, Arizona, whose clients include those who wildly spend to fill a void.

7 Retirement Tips for Generation X | Kiplinger

Jun 28, 2016 · As their income increases and they become more established, lifestyle expenses get added on, year over year,” says Neal Van Zutphen, president of Intrinsic Wealth Counsel, in Tempe, Ariz.

It’s never too late to save for retirement — but you’ll ...

Sep 17, 2018 · “The YOLO excuse is a great way to overspend and leave you short of funds when it really matters,” said Neal Van Zutphen, a financial adviser at Intrinsic in Tempe, Ariz.

The Myth of Steady Retirement Spending, and Why Reality May...

Nov 29, 2018 · “This is my 35th year in practice, and I can tell you none of my clients has ever spent on a straight line,” said Neal Van Zutphen, a certified financial planner with the firm Intrinsic Wealth ..

Eight ways to take charge of your finances

If you have never had a budget before, the best way to develop one is to track all of your expenses for 30 days, says Neal Van Zutphen, a certified financial planner with Intrinsic Wealth Counsel, Inc. in Tempe, Arizona.

10 Money Steps to Take Before Your 70th Birthday

Nov 18, 2015 · If you’re planning to take a big trip to Machu Picchu, for example, then it makes sense to plan ahead for that expense, says Neal Van Zutphen, a certified financial planner in Tempe, Arizona.

5 Ways to Keep Your Financial New Year's Resolutions

Jan 06, 2016 · People who establish a system to help them sustain a change in behavior fare better than those who don’t, says Neal Van Zutphen, a certified financial planner in Tempe, Arizona. “When working …

Retirees turn more attention to personal legacies - News...

Oct 04, 2012 · “There’s an element regarding money, but it is really more about affirming your life as a legacy,” says Neal Van Zutphen, a certified financial planner in Mesa, Ariz. People can convey their ..

Michelle Singletary: Young adults are told to save for ...

Neal Van Zutphen, a CFP based in Tempe, Ariz., responded: “Saving monies outside of the employer-sponsored plan (after-tax funds) is great for building emergency funds but does not necessarily …

Today's financial planners becoming 'life coaches' for...

Sep 19, 2005 · “They look at their likes, dislikes, quirks, personalities, everything that can affect them,” said Certified Financial Planner Neal Van Zutphen, public relations director for the Greater Phoenix …

7 Savvy Retirement Steps for Generation X - The Network Journal

As their income increases and they become more established, lifestyle expenses get added on, year over year,” says Neal Van Zutphen, president of Intrinsic Wealth Counsel, in Tempe, Ariz. Review your budget, and track your spending for a month or two.

More Than a Will: Estate-Planning Must Do's - Let's Make a Plan

He or she will know what tools, such as wills, trusts, and additional beneficiary designations, your plan will need. Neal Van Zutphen, CFP®. Let’s Make A Plan.

Grandparents and Gift-Giving: How to Set Boundaries With ...

Feb 3, 2017 – … of their giving, says Neal Van Zutphen, a financial planner in Tempe, … Write to Veronica Dagher at veronica.dagher@wsj.com … Appeared in the February 4, 2017, print edition as ‘Grandparents, Set Boundaries on Gifts.’ …

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(480) 924-5613

(480) 924-8062

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While we are carefully implementing social distancing and physical distancing measures, we are still open and working to serve you and your financial needs. 

We are available by phone: (480) 924-5613, video conferencing, and email, Mondays – Thursdays, 8am-5pm, and Fridays 8am-4pm.

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Contact Us

Our Offices

Tempe, Arizona

1255 W. Rio Salado Parkway #115,
Tempe, AZ 85281

(480) 924-5613

(480) 924-8062

NEW OFFICE!

Orange County, California

2522 Chambers Road #200A,
Tustin, CA 92782

(480) 924-5613

(480) 924-8062