Many Americans reach their 50s or 60s and realize they haven’t saved enough—or anything at all—for retirement. While this can feel...

Many people assume that their will controls who inherits all their assets when they pass away. However, this isn’t always the case. Many...

While rollovers are common, there are times when leaving your 401(k) with your former employer may make sense. This article provides some...

As we age, the quest for financial security becomes more important than ever. For many, annuities can be a key part of that security. But...

As we age, financial security becomes increasingly important. One often overlooked tool in achieving this is the reverse mortgage. If...

Today more than ever, retirees are struggling to feel reassured about their retirement savings. In recent years, fixed indexed annuities...

Umbrella insurance, also known as excess personal liability insurance, isn’t just for the wealthy. If you: drive a motor vehicle, own...

As of early 2020, 45 million borrowers collectively owe $1.6 trillion in student loan debt in the United States, weighing in at the...

What is a Reverse Mortgage?* A reverse mortgage is a national program available to homeowners age 62 and older providing you access to...

By now, most of you know who we are, but do you know what we actually do? Aside from having “Financial” in our name, how do we help people?

Do Something: Start...

The ceiling limit for “high-cost areas”, including King and Pierce counties, will be $726,525. These new limits give borrowers more purchasi

In a cash-out refinance, you refinance an existing mortgage loan with an even larger loan. You can take the difference between the old and n

Here’s how personal umbrella coverage protects you:  Let’s say you're sued for $1 million after an auto accident or an incident on your

How’s your retirement distribution strategy? Could it use some help?

With so many insurance terms, products and requirements, it’s no wonder there is actually a day dedicated to insurance awareness.

Is Medicare enrollment automatic?  Not always. If you are already age 65 or older, you are automatically enrolled in Medicare Part A and Par

You take a huge risk when you depend solely on your investments – especially if you have dependents.

If risk were not a consideration, we would put all our money in stocks.  But the stock market is volatile, subject to cyber and world events

Making things easier for your heirs is not difficult, but it may take a few hours to compile. Try breaking the task into manageable sections