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509.455.4305

818 W. Riverside Ave, Suite 425
Spokane, WA 99201

Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

Welcome and thank you for visiting our website! Premier Partners Wealth Management is a local team of independent advisors here to help you navigate the complex choices and challenges that planning for the future can bring. Whether your financial goals are a far off dream or a soon to be realized reality, the steps you take today can help you enjoy independence and security throughout all the stages of your life. We have diverse expertise and deep knowledge of our clients sophisticated financial needs and are committed to earning your trust by putting your interest first in everything we do.

Please explore our website to learn more about our team and find helpful links to more information. Follow the link directly above for a Free Portfolio Risk Analysis. Your results can help us evaluate how your current portfolio lines up with your tolerance for risk. We encourage you to reach out to us with any questions or to schedule an appointment with any member of our team.

Helpful Content

A New Way to Look at Your Bucket List

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.

Inflation & Your Money

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

18 Years Worth of Days

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

 

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Insurance Needs Assessment: Married With Children

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

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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Rightsizing for Retirement

What does your home really cost?

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