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  • Partner With Us
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  • 360-754-0490
  • Free Consult

Financial Planning

Top 10 Tips: Year End Financial Checkup

Posted on October 25, 2022October 25, 2022
Top 10 Tips: Year End Financial Checkup

It is time to get your financial house prepared for the end of 2022. This list of questions is abbreviated to include issues with the largest impact on your finances. As always, we recommend you consult with your financial planning team and your tax advisor before proceeding. Have you contacted your financial advisor to ask […]

Posted in Financial Planning, Gifting StrategyTagged finance, gifting, tax

Retirement Planning Expenses

Posted on September 16, 2022October 6, 2022
Retirement Planning Expenses

Andrew discusses important expenses to consider in your retirement plan. Have you evaluated these major expenses in your retirement plan?

Posted in Financial Planning, Retirement PlanningTagged Expenses, Financial Planning, Retirement

Six Rules For Retirement

Posted on September 8, 2022October 10, 2022
Six Rules For Retirement

Make Well-Informed Decisions The subject of money stirs a variety of emotions. It is easy to get caught up with media coverage and their opinions. As an investor you will hear many others comment and opine about how to invest in the market. There is no shortage of people willing to share their latest hot […]

Posted in Financial Planning, RetirementTagged estate plan, long term, tax

20 Questions To Ask Your Financial Advisor

Posted on August 5, 2022October 10, 2022
20 Questions To Ask Your Financial  Advisor

Choosing a financial advisor can be a daunting process. You’re looking for a professional to delegate the day-to-day management of your portfolio of assets. You want to feel secure knowing that the people and the company with whom you choose to partner reflect your values and are willing to take the time to understand you […]

Posted in Financial Planning

Six Birthdays To Know For Financial Planning

Posted on June 14, 2022June 14, 2022
Six Birthdays To Know For Financial Planning

“Happy Birthday To You! Happy Birthday To You! Happy Birthday dear investor! Happy Birthday To You!” As the calendar pages continue to turn, it may be useful to have a list of birthdays that affect your financial life. 50 Fifty is an exciting birthday year. At 50 you are able to make “catch-up” contributions which […]

Posted in Financial Planning

It’s Time To Review Your Estate Plan

Posted on March 23, 2022March 23, 2022
It’s Time To Review Your Estate Plan

Alan Lakein wrote, “Planning is bringing the future into the present so that you can do something about it now.” Estate planning is no different. It can be a difficult topic because no one wants to talk about end-of-life scenarios although it is an inevitable eventuality. Chances are you’ve completed your estate planning process but […]

Posted in Estate Planning, Financial Planning

Gifting Strategies

Posted on August 12, 2021March 9, 2022
Gifting Strategies
Posted in Financial Planning, Wealth Management

Recent Post

  • Top 10 Tips: Year End Financial Checkup
  • Retirement Planning Expenses
  • Six Rules For Retirement
  • 20 Questions To Ask Your Financial Advisor
  • Six Birthdays To Know For Financial Planning

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