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.
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…
As you plan for retirement, one big question is whether to buy Long-Term Care Insurance (LTCI). Before deciding, it’s important to understand what it is and what it covers. What is Long-Term Insurance? Long-Term Care Insurance helps pay for care services you may need later in life if you can no longer manage daily tasks…
Retirement is one of life’s biggest transitions, and the five years leading up to it are crucial to help ensure your financial security and peace of mind. Consulting a financial advisor during this period can help you make informed decisions and possibly avoid costly mistakes. Here are five key steps to take before retirement—and why…
As retirees enjoy their well-earned relaxation, scammers often see them as prime targets. Fraudsters use various tactics to exploit retirees’ trust, financial stability, and sometimes unfamiliarity with evolving digital threats. Here are five common scams targeting retired seniors and tips to stay safe. 1. Medicare and Health Insurance Scams Scammers pose as Medicare representatives, claiming…
Estate planning is an essential process that helps to ensure your assets are distributed according to your wishes, minimizes the impact of taxes, and provides clarity to your loved ones in the event of your passing. For residents of Vancouver, Washington, estate planning can have specific considerations, from local laws to property rights. Here’s a…
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