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Pre-Retirement

Retirement Travel: Make the Most of Your Travel Dollars

July 11, 2019
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Many retirees are happy staying close to home, enjoying family and taking life easy.  But many others are motivated by a certain wanderlust—a desire for a more adventurous lifestyle while they’re still physically able. You’ve worked hard to accumulate wealth that will enable you to live comfortably in retirement.  Now you have the time, freedom…

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Creating your “Encore” Life Part #3

June 25, 2019
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Part Three of Weekly Three Part Series started 6/14/19. Part 3 – Goal Setting If you aren’t setting goals, start – now. If you are setting goals, do it the right way. Based on the Encore Wheel of Life exercises you completed in Part 2, you should have many ideas that, if accomplished, will increase…

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What Will Retirement Look Like for You?

October 8, 2018
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Written by Mark Jaeger, CFP® For most of the last century, people either worked their entire lives (as long as they were physically able) or else they “retired” at around age 65 and lived out their few remaining years at home in rest and relaxation.  Today, retirement is different.  People commonly live 20 or 30…

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Financial Fitness for Women

July 9, 2018
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Written by Mary Ann Ferreira, CFP®, CDFA™, AIF® Original article posted on Market Watch Here

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Renting vs Buying

June 11, 2018
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Written by Joe Erickson, CPA People are often faced with the question of whether buying or renting a home is smarter. Seattle has grown rapidly over the years, and many of our clients – either for themselves or their grown children – ask us whether renting or buying is financially more advantageous.  Like many things, this…

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Kids and Money: A Little Education Pays Off

June 4, 2018
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Just about anyone who’s ever watched a child or grandchild go from the crib to kindergarten and beyond has uttered the phrase, “They grow up so fast.” Although you can’t really freeze a youngster’s precious moments in time, you can take steps to make sure that his or her journey to adulthood starts with a…

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How Can You Manage Your Debt?

May 28, 2018
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Understanding how much debt you can handle and being smart about managing it can help you pursue long-term financial goals. Consider the following tips when analyzing how much you owe. 1. Calculate how much debt you carry. Although there are exceptions for special situations, many mortgage providers consider the most attractive candidates to be those…

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Marriage: Entering a New Investment Life

April 30, 2018
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There are a lot of issues that couples need to think about when tying the knot — wedding preparations, family, and, of course, finances. Addressing personal finance and investment issues before the big day may help improve your odds of being together years later. Here are some financial issues that you should consider when embarking…

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A Strategy to Pursue Your Retirement Goals and Beat Inflation

March 26, 2018
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Your retirement plan is designed to help you meet two important objectives — beating inflation and pursuing your retirement savings goals. The challenge is finding the right mix to strive for both. Why Be Concerned With Inflation? Technically defined, inflation is the rising cost of goods and services over time. Like termites invisibly gnawing at…

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Have You Checked Your Retirement Plan Lately?

March 5, 2018
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It’s generally a good idea to review your employer-sponsored retirement savings plan at least once each year and when major life changes occur. If you haven’t given your plan a thorough review within the last 12 months, now may be a good time to do so. Have you experienced any life changes? Since your last…

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