Why retirement planning in your 20’s is important.
It’s true that money does not buy happiness, but it does allow you to retire or rewire on your terms. Retirement may seem like a distant goal when you're in your 20s, but it's never too early to start planning for your future. By saving and investing wisely from a...
What should I do with my old 401k?
If you have an old 401k account from a previous employer, you might be wondering what to do with it. There are several options available to you, each with its own pros and cons. Here are some of the most common ones: - Leave it where it is. This might be a good option...
Boeing Pension and Lump Sum Comparison – Should I Retire Early?
If you are a Boeing employee who is eligible for retirement, you may be wondering whether to take your pension as a monthly annuity or a lump sum payment. This is a big decision that can affect your financial security and lifestyle for the rest of your life. Lets...
10 Secrets Successful Retirees Know
Retirement is a major life transition that many people look forward to. However, not everyone is prepared for the challenges and opportunities that retirement brings. How can you make the most of your golden years? Here are 10 secrets that successful retirees know and...
Are there investment strategies that take into consideration growth and taxation post-retirement?
Many people who are planning for retirement focus on how to accumulate enough savings to fund their desired lifestyle. However, there is another important aspect of retirement planning that is often overlooked: how to optimize the growth and taxation of your...
Why your 401k may not be enough
If you are saving for retirement, you may have heard of the 401k plan. This is a type of employer-sponsored retirement account that allows you to contribute a portion of your pre-tax income and invest it in a variety of options. Your employer may also match some or...
Generational wealth transfer: What is and how is it done?
Generational wealth transfer is the process of passing down assets and resources from one generation to another. It can be a powerful way to create and sustain financial stability and prosperity for your family and future generations. However, it also involves complex...
13 Reasons Why People Need to Hire a Financial Advisor
. Financial planning is not something that most people can do on their own. It requires a lot of knowledge, skills, and experience to make sound decisions that will help you achieve your goals and secure your future. That's why hiring a financial advisor can be one of...
The Building Blocks of Portfolio Risk Management
Portfolio risk management is the process of identifying, measuring and managing the sources of uncertainty that affect the performance of a portfolio of assets. It is essential for investors who want to achieve their financial goals and avoid unnecessary losses. Lets...
Whether you live near us in the Pacific Northwest…
Whether you live near us in the Pacific Northwest and endure month after month of gray skies and cold rain or elsewhere in the US and grow weary of snow and slush during winter, you may want to explore the idea of becoming a snowbird! A snowbird is someone who...
What should I do with my old 401k?
If you have an old 401k account from a previous employer, you might be wondering what to do with it. There are several options available to you, each with its own pros and cons. Here are some of the most common ones: - Leave it where it is. This might be a good option...
Can you afford to spend more AND give more?
Can you afford to spend more AND give more?The question that many people ask themselves when they are faced with the challenge of balancing their personal finances and their charitable donations. It usually comes in the form: “ How can you manage your budget and still...
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The Advisors
Our Financial Advisors have seventy-five years of combined experience in the financial services industry.
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