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Locations

  • Chandler, AZ

Team Members

  • Nate Willardson

Blog Posts

  • Meet Nate Willardson, CFP®: Retirement Planning Expert
  • The Sleep-at-Night Test: The Only Retirement Metric
  • Should I Buy Silver Bars for Retirement?
  • Questions to Ask Before Locking in a CD Rate in Retirement
  • Is Retirement Even Realistic for Gen Z and Millennials?
  • Retirement Lifestyle Creep
  • Should I Sell or Keep My Rental Property in Retirement?
  • Five Ways to Diversify a Concentrated Stock Position
  • My Stock Is Worth Millions. So Why Can’t I Sleep At Night?
  • Your Numbers Work. So Why Doesn’t Retirement Feel Safe?
  • Lump Sum vs Phase In: Investing Proceeds After Selling A Business
  • The Hidden Retirement Tax Bill and the Fix You Are Missing
  • How to maximize an inheritance received before your retirement
  • The Largest IPO in History Went Underwater in Seven Weeks.
  • Pumping the Brakes on Big Tech Stocks — 3 Reasons Why
  • How Much Can You Actually Spend in Retirement?
  • Why Retirees Underspend, and Three Things That Fix It
  • Three Tax-Efficient Ways to Buy a $2M+ Home in 2026
  • Your Bonds Aren’t Broken. They’re On Sale.
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There are no warranties implied. Currents Wealth Strategies (“CWS”) is a registered investment adviser located in Chandler, AZ. Currents Wealth Strategies may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Currents Wealth Strategies’ web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Currents Wealth Strategies’ web site on the Internet should not be construed by any consumer and/or prospective client as Currents Wealth Strategies’ solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Currents Wealth Strategies with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status

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