Understanding Today’s Financial Environment
Welcome, I’m Brent Sears, a CERTIFIED FINANCIAL PLANNER™ professional in Spokane, Washington. I understand that individuals face unique circumstances as they prepare for retirement, especially in today's challenging environment. I can help take the mystery out of preparing for today and tomorrow.
Whether you are investing for retirement, college savings or estate planning, my personalized service focuses on your needs and your financial goals and objectives. I look forward to your call, (509) 590-6220.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Ascertaining the value of your business is important for a variety of reasons.
A letter of instruction provides additional and more personal information regarding your estate.
Second marriages are a trigger event to revisit any existing estate strategies.
There are common mistakes you can avoid when saving for retirement.
The item most homeowners forget on their home improvement project checklist is insurance.
Good employee health can be great for the company’s bottom line.
Estimate how much of your Social Security benefit may be considered taxable.
Enter various payment options and determine how long it may take to pay off a credit card.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator may help you estimate how long funds may last given regular withdrawals.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Do you know these three personal finance sayings?
The market is as unpredictable as the weather. We’d love to help you prepare.
What are your options for investing in emerging markets?
Here’s a crash course on saving for college.