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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.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
It's important to understand the pros and cons when considering a prepaid debit card.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Even if you’re young and single, you should still consider protecting yourself.
One way to find money is to examine your current spending habits and eliminate money wasters.
What role would taxes play in your investment decisions?
Get ready to enjoy America’s national park system with this helpful article.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Bucket lists don’t have to be for tomorrow.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Understanding the cycle of investing may help you avoid easy pitfalls.