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At Financial Strategies, we appreciate the opportunities we have to create positive outcomes in the lives of those around us.Learn More
Alone we can do so little, together we can do so much.Learn More
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. Whether your goal is preparing for retirement, planning for the efficient transfer of your estate, or figuring out where you are at on your financial journey, we are here to help.
At Financial Strategies, it is our mission to create positive outcomes in the lives of those around us.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Managing Money as a Couple
Keys to preparing to grow wealthy together.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Do you think of your spouse or life partner as your “better half”? If so, you know that your relationship is more than just two people meeting halfway. In a life partnership — and in the family that grows from it — the whole becomes greater than the sum of its parts.
A quick look at how federal income taxes work.
In recent years, a new personal finance concept has caught FIRE: Financial Independence, Retire Early.
Understand the concepts of horizon, compounding, and risk tolerance, and create an investment plan.
A step-by-step plan to become more financially and emotionally confident can make this year awesome.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps estimate your federal estate tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to compare the future value of investments with different tax consequences.
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.
How federal estate taxes work, plus estate management documents and tactics.
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
A presentation about managing money: using it, saving it, and even getting credit.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
There are hundreds of ETFs available. Should you invest in them?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
What if instead of buying that vacation home, you invested the money?
For women, retirement strategy is a long race. It’s helpful to know the route.