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.
Estate planning is a fundamental aspect of financial and personal well-being, ensuring that your wishes are honored and your loved ones are protected. Regardless of age or wealth, having an estate plan in place offers numerous benefits. 1. Protect Your Loved Ones Estate planning allows you to designate guardians for minor children, ensuring they are…
Ensuring your retirement savings last throughout your retirement requires careful planning and strategic financial decisions. Below are key strategies to help you achieve this goal: 1. Adopt a Sustainable Withdrawal Strategy Many financial experts recommend withdrawing no more than 4%–5% of your retirement savings annually, adjusting for inflation each year. This approach aims to balance…
As we age, the likelihood of needing long-term care increases, whether due to a chronic illness, disability, or the natural effects of aging.1 While many people focus on saving for retirement, long-term care (LTC) is often overlooked—yet it’s an important aspect of planning for the future. Here’s why long-term care insurance may be a necessary…
With just five years to go, it’s time to shift from saving to strategic planning. Vancouver residents benefit from Washington’s tax-friendly environment, but smart moves now can still make a major difference. Here are five things to prioritize: 1. Fine-Tune Your Retirement Budget Start with a realistic picture of your retirement expenses—housing, healthcare, travel, and…
Retirement might feel like it’s just around the corner—but five years is a perfect window to fine-tune your strategy. Here are five essential areas to focus on now to help ensure a secure and fulfilling retirement. 1. Get Clear on Your Retirement Budget Estimate your future living expenses, including housing, healthcare, travel, and hobbies. Then…
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