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.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
The earlier you start pursuing financial goals, the better your outcome may be.
Earnings season can move markets. What is it and why is it important?
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
There are benefits and limitations when you decide to donate stock.
This calculator compares the financial impact of leasing versus buying an automobile.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
For women, retirement strategy is a long race. It’s helpful to know the route.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
When markets shift, experienced investors stick to their strategy.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Imagine your ideal post-pandemic retirement with this animated video.
The market is as unpredictable as the weather. We’d love to help you prepare.