Retirement is a milestone that requires careful planning, particularly for individuals like you who are part of companies like Boeing that offer
Navigating Boeing Professionals Retirement: To Lump Sum or Not?
As a financial advisor working closely with Boeing professionals on their retirement plans, I have witnessed a significant event in the Seattle-area
Plan for a Comfortable Retirement – Bank Failures and Rate Talk
We plan for retirement because we know that we may not want to work forever. An artificial retirement age set by our employer may limit our options.
Navigating Your 401k Options: Advice for Laid-Off Virgin Orbit Employees or Other Professionals Transitioning Between Jobs / Retirement.
According to a recent article in the Los Angeles Times, Virgin Orbit is laying off 675 employees, or about 85% of its workforce, after failing to
How the Change in Retirement Laws Will Affect You – SECURE Act 2.0
We hope everyone had a wonderful holiday season. Whether you reached your personal goals last year or faced challenges, a new year brings new
Inflation & Pivoting Away From a Pivot
In July and into August, investors were warming to the possibility of a dovish reversal in Fed rate hikes early next year—a pivot, according to a
Staying Calm When Headlines Rage
By Scott Bishop and Tom Mountain Media headlines are often sensational, playing off our emotions and eliciting a response. After all, that is their