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.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Five creative (and inexpensive) ideas for motivating your employees.
Building wealth requires protection from the forces of wealth destruction.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Don’t overlook the need for renter’s insurance if you rent your home.
Learn when it may not make sense to file a claim on your home insurance.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps estimate your federal estate tax liability.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
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.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Why are 401(k) plans, annuities, and IRAs so popular?
Do you have causes that you want to support with donations? Here are three tips.
Here are five facts about Social Security that might surprise you.
Around the country, attitudes about retirement are shifting.
$1 million in a diversified portfolio could help finance part of your retirement.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.