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.
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this hopeful, animated video.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Do your insurance needs stay the same when the nest empties?
Tips to avoid checking in luggage on your next vacation.
Five overlooked tax deductions to help manage your tax bill.
Second marriages are a trigger event to revisit any existing estate strategies.
Learn all about Medicare basics in this informative and insightful article.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to better see the potential impact of compound interest on an asset.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
It's easy to let investments accumulate like old receipts in a junk drawer.
Understanding the cycle of investing may help you avoid easy pitfalls.
Learn about cyber liability insurance in this entertaining video.
Check out this video to begin separating fact from fiction.
Here is a quick history of the Federal Reserve and an overview of what it does.
In the world of finance, the effects of the "confidence gap" can be especially apparent.