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.
Volunteering is a wonderful way for retirees to stay active, engaged, and connected in Vancouver, WA. Whether you’re looking to get active in your local community, help build homes, or support animals in need, there are countless opportunities to make a positive impact. By choosing a volunteer program that aligns with your interests and passions,…
Retirement is a time to relax, enjoy life, and focus on what really matters. When considering where to retire, many people prioritize factors like cost of living, healthcare, climate, and community. One often-overlooked aspect, however, is the tax environment. In the case of Vancouver, Washington, retirees might be pleasantly surprised by some of the tax…
Vancouver, Washington is located across the river from Portland, OR in the heart of the Pacific Northwest (“PNW”), making it an ideal location for retirees. With its breathtaking scenery and vibrant outdoor lifestyle, Vancouver attracts those seeking adventure. Along with its appealing environment, the city boasts tax-friendly benefits and a high quality of life. Tax…
A target-date fund is an investing tool, often in the form of an ETF or mutual fund, that adjusts its investment strategy based on how much time there is until the target date. The investments are strategized for long-term growth when you are further away from the target date and strategized for wealth preservation the…
The year 1983 saw the release of some of the most iconic and timeless songs in music history. From pop to rock to new wave, this year had something for everyone. If you are headed into retirement and thinking about setting up a playlist of songs from when you were younger to celebrate, this list…
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