Miss our latest Ripple Event with Scott Bailey learning about the local Vancouver economy? Watch it now on our YouTube page!

Planning Matters

We share our expert knowledge and advice because it’s the right thing to do.
Employee Benefits

HSA vs. FSA – Which is Better?

We’re putting two of the least-understood employee benefits in a head-to-head contest. Last week, we covered the pros and cons of the Flexible Spending Account (FSA). This week, we’re giving equal time to the newer, even less understood Health Savings Account (HSA).

How We Work

Bring Everything With a Number on It!

Have you ever wondered why we always ask you to bring so many documents when scheduling an appointment?

-Current tax return
-Recent paystub(s)
-Current investment statements
-Retirement plan information
-Life insurance and Long-term care policy information
-Current Mortgage statement
-Social Security estimate of benefits statement
-Bank Statements
-A list of questions and goals

Retirement

Encore: What Will You Do in Retirement?

We challenge our clients to think through what retirement really means to them, and what passions or pursuits will further enhance their enjoyment in their encore phase of life.

Our approach and process helps our clients to identify goals or aspirations they may not have had the time to pursue while working. Getting clear about what excites you as you transition into retirement, actively pursuing those passions, and giving back by sharing your knowledge and experiences, can be unbelievably rewarding.

This week we’re highlighting Brian who uses his talent to benefit Habitat for Humanity.