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.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
How to help determine life insurance needs to provide for your family after you pass away.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Here are five facts about Social Security that are important to keep in mind.
Use this calculator to estimate your capital gains tax.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
With alternative investments, it’s critical to sort through the complexity.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
There are three things to consider before dipping into retirement savings to pay for college.
Even low inflation rates can pose a threat to investment returns.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
A special needs trust helps care for a special needs child when you’re gone.