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.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
There are things about Social Security that might surprise you.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Knowing the rules may help you decide when to start benefits.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
A change in your mindset during retirement may drive changes to your portfolio.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine your potential long-term care needs and how long your current assets might last.
This calculator demonstrates the power of compound interest.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Do you know these three personal finance sayings?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Here’s a quick guide to checking to see if you have unclaimed money.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Pundits say a lot of things about the markets. Let's see if you can keep up.