Understanding Today's Financial Environment
Welcome, we're Financial Strategies, a financial planning and wealth management firm in Longview, WA. We understand that every family faces unique challenges. We can help simplify the process of preparing you for the future. Whether your goal is preparing for retirement, planning for the efficient transfer of your estate, or just determining where you are at today in relationship to achieving your financial goals, we are here to help.
At Financial Strategies, we form deep and meaningful relationships. Our passion is to uncover what is truly important to you.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Healthy habits are one of the greatest gifts to give your child.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Try these activities to keep your brain sharp.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Learn about the average American budget in this fun and interactive piece.
Don’t overlook the need for renter’s insurance if you rent your home.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
What are your options for investing in emerging markets?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
There are hundreds of ETFs available. Should you invest in them?
If you died, what would happen to your email archives, social profiles and online accounts?
Do you know these three personal finance sayings?