Harnessing HSAs: An Innovative Approach to Building Wealth Today we spotlight the potential of the Health Savings Account (HSA) as part of your advanced financial strategy – a less conventional but highly effective avenue for retirement savings. While these strategies require a seasoned hand to optimize, with expert guidance, you … Read More
From Piggy Banks to Portfolio: Investing 4H & FFA Livestock Sale Proceeds for Your Child’s Future If you’ve got kids showing livestock in 4H or FFA, you’ve probably wondered what to do with the proceeds, huh? You’re not alone, and you’re also in luck. Let’s take that uncertainty and turn … Read More
So you’ve received an inheritance, now what? If you are fortunate enough to receive an inheritance, buy a bottle of something nice and toast your benefactor. After that, initiate a cooling-off period before you start spending. A new car, vacation or kitchen renovation may be in your future, but make … Read More
Retirement Savings Tips for 55 to 65 Year-Olds Whether you plan to retire early, late, or not at all, having enough money saved can make all the difference in the world. The last decade before you retire can be especially crucial, making this a great time to do some financial … Read More
Not working with a financial planner? Here’s what your missing. I’ve been an advisor for 16 years now and can tell you that from my experience it seems that those who finally end up in my office have been “thinking about seeing a financial advisor” for a long time before … Read More
Have an old cash value life insurance policy? Maybe it’s time for a review. Working as a financial advisor in the Columbia Basin I regularly run into people who have an old insurance policy that they’ve had for years. Most people don’t understand what they have and commonly haven’t given … Read More
Understanding Your Pension with the Department of Retirement Systems If you work for one of the following institutions, you will likely have a pension through the Department of Retirement Systems. Grant County Public Utility District Moses Lake School District City of Moses Lake Grant County The exact plan you have … Read More
Top 5 Improvements for Retirement – The Secure Act 2.0 What is the SECURE Act 2.0? The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, and brought a wide range of changes to the retirement planning landscape. Nearly 3 years to the day after it … Read More
4 Things You Need to Decide Before You Retire In the world we are living in right now, many are considering retirement for a myriad of reasons. If that’s you, here are 4 things to consider. 1. Have a vision for your retirement. It can be quite depressing when individuals … Read More
Are You an Investment Orphan? What is an orphan client? Did you take out an investment or insurance plan with a representative and that representative has retired or left the business? Have you moved away from the place you originally set up investment or insurance accounts? Have you changed jobs … Read More
Not working with a financial planner? Here’s what your missing. I’ve been an advisor for 16 years now and can tell you that from my experience it seems that those who finally end up in my office have been “thinking about seeing a financial advisor” for a long time before … Read More
A Closer Look At Election Years Posted by lplresearch MARKET BLOG 2020 is off to a roaring start, picking up right where 2019 left off. Many investors are eyeing the upcoming presidential election as an impending storm for the stock market. In the four-year presidential cycle, pre-election years have tended to … Read More
Recession Watch Dashboard Our Recession Watch Dashboard is showing a modest risk of recession starting within the next year.
