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
The Impact of Inflation and What to Keep in Mind with Your Retirement Planning
Before diving into the topic of inflation, and the impact of it on your retirement planning, it is vital to remember the importance of having a plan,
Who Should Worry About Inflation? EVERYONE.
Let’s face it. Everyone needs to worry about inflation. Everything costs more. The question is if some groups are more affected than others. First
What We Do And How We Can Help
By Scott Bishop and Tom Mountain What financial challenges do you face right now? Maybe it’s balancing investing for the future while minimizing