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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. 

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Helpful Content

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Tax Reform: Before and After

Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

Traditional vs. Roth IRA

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

 

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

Inflation & Your Money

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Healthy Body, Healthy Pocketbook

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Budget Check Up: Tax Time Is the Right Time

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Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Saving for College

This calculator can help you estimate how much you should be saving for college.

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Estimate how long your retirement savings may last using various monthly cash flow rates.

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Assess whether you are running “in the black” or “in the red” each month.

Comparing Investments

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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The Business Cycle

How will you weather the ups and downs of the business cycle?

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

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