Planning matters

S-P-E-L-L-E-B-R-A-T-I-O-N 2018

Meet the Mighty Johnson Bixby SUPER SPELLERS!

The Johnson Bixby SUPER SPELLERS competed in the 10th annual spelling bee fundraiser sponsored by Altrusa International of Cowlitz County, and co-sponsored by Windermere Real Estate. The competition was held at the Kelso Theater Pub the evening of Friday March 9th…

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Changing Jobs? What You Need to Know (Part 2 of 2)

There are a lot of financial aspects to consider as you look forward to starting a new job. Part 2 of this two-part series goes over a list of items to think through as you get underway with your new employer.

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Happy Birthday? Retirement Decisions at 55+

If you will be hitting a “milestone” birthday soon, you’ll have some decisions to make (in addition to what you should plan to wish for when you blow out the candles). Some of these choices can’t be changed later. Rather than waiting to evaluate your alternatives at the time you need to choose, it’s smart to start thinking about them now.

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What Can You Do When Your Long-Term Care Insurance Rates Go Up?

If you receive a letter from your Long-Term Care insurance company notifying you that rates are going up, don’t panic! You don’t necessarily have to pay the higher premiums.

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Making the Most of Your Employee Benefits

Autumn is open enrollment season for many workers – that particular time of year when employees can elect to sign up for various health and retirement savings benefits. Are you taking full advantage of those perks?

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