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4400 NE 77th Avenue
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Vancouver, WA 98662

The Pacific Northwest Wealth Team

(360) 342-2029

 
Behavioral Finance Should You Tap Retirement Savings to Fund College? Social Security: By the Numbers Retirement Accounts When You Change Your Job

We are a full service, retirement planning company providing retirement and legacy planning to families nearing or already enjoying retirement. 

Helpful Content

Forecast

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Caring for Aging Parents

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

 

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

FIRE Retirement

This short, informative article teaches the basics of the FIRE movement.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Medicare Advantage Plans (Medicare Part C)

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

Retiring Earlier Than Expected? What To Know

Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.

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Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

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Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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