Are you a Realtor and just not quite sure how to get started saving for retirement? Well, here’s how a Roth IRA can jump-start your retirement savings. As a real estate agent, you typically don’t…
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To Save More or Pay Off Debt Faster? How to Manage Disposable Income
As we enter a new month, you may find yourself with disposable income. This is a great problem to have! But what should you do with this extra income on a monthly basis? Should you…
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Saving Strategies for Budget Haters
Do you tend to avoid the B-word—budget—at all costs? You are not alone! It was once a standard practice for our Spokane fiduciary financial planning firm to ask clients to put a budget together and…
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How Much Should You Save for Retirement?
How much should I be saving for retirement? Am I on track for retirement? What is my number? These are questions we hear clients ask all the time in the financial planning business. Not wanting…
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How to use Your HSA as a Retirement Savings Tool
In this article, we’ll illustrate how the Roth IRA—an excellent investment vehicle in its own right—has an unlikely competitor in the retirement saving strategy category: the health savings account (HSA). Although designed as a tool…
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