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509.455.4305

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

Finding the Balance Retirement and Quality of Life Behavioral Finance 4 Elements of an Estate Strategy

Welcome! Premier Partners Wealth Management is a locally owned small business 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 confidence throughout all the stages of your life.

Please explore our website to learn more about our team and find helpful links to more information. Follow the link directly below 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

Why Everyone Needs an Estate Strategy

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

Universal Life Insurance

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Insuring Your Business Against Cyber Liability

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

 

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Top New Digital Tools for Small Businesses

Apps that help small business owners better manage and grow their business.

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

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Paying Off a Credit Card

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

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Saving for Retirement

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

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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5 Smart Investing Principles

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

Principles of Preserving Wealth

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

5 Smart Investing Strategies

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

Your Cash Flow Statement

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

Protecting Those Who Matter Most

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

Managing Your Lifestyle

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

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Should You Tap Retirement Savings to Fund College?

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

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Surprises

Making the most of surprises is a great reason to work with us.

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

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