OUR BLOG

To help you better understand your financial needs or assess your current investment and retirement strategies, we post a weekly blog. We hope you find these retirement and financial insight blogs helpful.

Washington State: What to Do If You Win the Lottery
Washington State: What to Do If You Win the Lottery
April 30, 2025 | ,

Winning the lottery is thrilling, but it’s important to understand just how rare it is. Lottery games are designed with long odds, meaning most players will not win large prizes. But if you are one of the few that win in Washington State, here is a rundown of what you should do. Washington State 1….

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Retirement Income Sources and How They're Taxed
Retirement Income Sources and How They’re Taxed
April 25, 2025 | , , ,

Many people assume their tax burden will decrease in retirement, but that’s not always the case. In fact, taxes can affect your income, especially if you don’t plan ahead. This is because retirement income can come from multiple sources—each with its own tax treatment. Let’s break those down. 1. Social Security Benefits While Social Security…

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Roth IRA Conversion Guide for Vancouver & Portland (1)
Roth IRA Conversion Guide for Vancouver & Portland: Why It Matters and Who Can Help
April 22, 2025 | , , ,

Converting a traditional IRA to a Roth IRA can be a strategic move for many Vancouver, WA and Portland, OR residents aiming to optimize their retirement savings. Here’s why and where to consider making this conversion:​ Why Consider a Roth IRA Conversion? A Roth IRA conversion involves transferring funds from a traditional IRA to a…

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Ways Budgeting can help in retirement
Ways Budgeting Can Help in Retirement
April 21, 2025 | , , ,

Budgeting plays a crucial role in ensuring a comfortable and stress-free retirement—no matter the stage you’re in. Whether you’re just beginning retirement, several years into it, or navigating your later years, managing money wisely is key. From adjusting to a reduced income to planning for long-term care, budgeting helps maintain financial stability and peace of…

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Riding the Waves Smart Moves to Make in Retirement When the Stock Market Is Volatile
Riding the Waves: Smart Moves to Make in Retirement When the Stock Market Is Volatile
April 14, 2025 | , , , , ,

Retirement is your time to enjoy life on your own terms. But when the stock market swings up and down, it can feel like your financial footing is less steady than you’d like. The key is to stay calm, make smart decisions, and lean on the support you’ve built—especially your financial advisor. Here are a…

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