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How Government Regulations May Impact the “Average Joe”

By webteam | May 18, 2017 | 0 Comments

We tend to take government regulations for granted. They can be annoying, like having to sign the HIPAA privacy notice before a doctor’s visit, or time consuming, like the yearly requirement of filing a tax return.But as the new presidential…

Will We Ever Close the Gender Gap?

By webteam | May 9, 2017 | 0 Comments

Every year, the World Economic Forum updates its Global Gender Gap Report, which measures gender disparity across 144 countries and tracks this progress over time. The report pays special attention to the gaps between women and men with regard to…

Work Less, Spend Less: How Retiring Boomers may Impact the Economy

By webteam | May 2, 2017 | 0 Comments

The economy has grown, in large part, because consumers are spending more money. It remains to be seen whether that trend will continue as more of the massive baby boomer generation approaches retirement. Even before people retire, many tend to…

A 100-Year Lifespan: Ways to Help Increase Enjoyment

By webteam | April 25, 2017 | 0 Comments

The average life expectancy of a baby born in the U.S. today is 80 years. However, this prediction assumes prevailing patterns of mortality at the time of birth stay the same throughout a person’s life.1 In reality, patterns of mortality…

The Power of Mindfulness

By webteam | April 18, 2017 | 0 Comments

It seems everywhere you turn these days, from news shows to news articles to local advertisements, there’s this idea of promoting “mindfulness” in our day-to-day lives. Mindfulness is generally accepted as focusing one’s mental state on the present moment, being…

3 Ways to Potentially Spend Less and Save More In Retirement

By webteam | October 28, 2016 | 0 Comments

The American retirement is longer than it’s ever been. That’s great news for retirees and pre-retirees looking to live out their days hitting the links on the course or napping on the couch, but can be worrying news for their savings…

How to Incorporate Travel Into Your Retirement Plan

By webteam | October 28, 2016 | 0 Comments

Ah, the Golden Years. Who hasn’t dreamed of sailing into retirement on the balcony of a cruise ship, or spending their non-working days watching the waves crash on a foreign beach? Unfortunately, too many retirees neglect to consider how expensive…

5 Things to Consider Before Claiming Your Social Security Benefits

By webteam | October 3, 2016 | 0 Comments

Social Security can be a great source of income during retirement. For some, though, it can provide disappointment; knowing what to expect before applying for benefits is half the battle. At NW Tax & Wealth, we work with individuals and…

3 Reasons to Consider Planned Giving for Your Estate

By webteam | October 3, 2016 | 0 Comments

Planned giving is a fantastic way to honor causes you feel strongly about in life with carefully-managed donations after death. Essentially, “Planned Giving” is just a method of using your estate funds to support a philanthropic cause. Experienced and qualified…

How Much Income Will You Need in Retirement?

By webteam | October 3, 2016 | 0 Comments

It’s the (literal) million-dollar question. We get it all the time here at NW Tax & Wealth, and we like to be as specific as possible with our clients about the picture of their financial future. That said, planning for…


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