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Insights

March 2023

Rebounding From a Bear Market


As the stock market changed from bull to bear, many investors sought loss prevention solutions and sold securities into cash. Now, in a bear market, we take some time to understand how to spot the market bottom and 2 ways to start investing again.
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February 2023
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4 Steps to Take After a Layoff​

Being laid off from your job is never easy and trying to figure out the next steps can be stressful. As we see more and more layoffs occur, we take a few moments to outline 4 simple steps to take after you're laid off.
January 2023
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Financial Goals During a Recession

Preparation is key to any successful financial plan and while we aren't in a recession (yet), it is a good idea to get a plan in place. This month we kickoff the new year with some tips on how to reach your financial goals during a recession.
December 2022
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Learn About Charitable Giving

As the holiday season kicks into gear, we take a moment to share a few items to check off your list before donating to your favorite charity.
November ​2022
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3 Things to Do in a Recession

You've seen it all over the news and now we must face the facts. As more indicators point to a recession, we outline 3 simple changes you can make today to prepare. ​
September 2022
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3 Common Types of Life Insurance

September is Life Insurance Awareness month and we take time to review 3 common types of insurance and how you can benefit by adding one of them to your financial plan.
July 2022
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Ask These Before Getting Married​

It's wedding season and after 2 years of waiting through COVID, your big day is finally here! But, before you say your "I do's", we have one more item to add to your checklist. Take some time with your partner to discuss these 3 questions.
May 2022
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Mental Health Awareness Month

We'll help you to get familiar with the Washington state mental health resources available to help you.
March 2022
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​Tax Planning in Retirement

Learn about three common account types, how they are taxed, and what you can do to reduce your taxes in retirement.
​January 2022
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Put Your Debt Into Perspective

Get motivated to pay off high interest debt after we share how much you are really spending.
​December 2021
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ESG Investing

Find out how ESG investing aligns your values with companies that focus on Environment, Social, and Governance issues.
​November 2021
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Cryptocurrency: The Basics

We help you to understand what cryptocurrency is, how it works, and how you can invest in it.
​October 2021
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Talking About Death

It's always hard to talk about death but we take time to share the importance of having "the talk" with your loved ones.
​September 2021
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Health Savings Accounts (HSAs)

Learn how Health Savings Accounts are the perfect pair for your high deductible health plans.
​August 2021
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Exchange Traded Funds (ETFs)

ETFs hold a range of assets in their portfolios but we help you demystify what you are really investing in.
​February 2021
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Save $1000 This Month

When you are living paycheck-to-paycheck it's hard to save but we give you tips on how to get started.
More Insights
Financial Services are offered through Family Retirement LLC, a registered investment advisor. Family Retirement LLC is a registered investment advisor in the State of Washington. Family Retirement LLC may not transact business in states where we are not appropriately registered, excluded, or exempted from registration. Individual responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 

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Seattle, WA 98109


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  • About us
  • Resources
    • Insights
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