Insights

January 2024

Millennial Jet-Set: 5 Trips, Big Savings - Here's How

Discover the Millennial travel revolution as they embark on an average of five trips annually, outshining peers in both frequency and savings. Uncover budgetary wisdom and accommodation strategies, proving that meaningful travel experiences can be affordable and enriching.

Video Library

Join KJ as she shares her thoughts, information, and resources around all things related to
​Investing and Retirement.

Washington Teachers Retirement System (TRS)

Out of the three Washington State Teachers' Retirement Plans, the TRS Plan 3 is the most complex. Listen in as KJ helps teachers understand the two different parts of these plans, the contribution rate, and how to calculate your pension benefit. For more on Washington State TRS plans, click Watch More below.

Featured Media

401(k) Fixes During Stock Market Struggles

Connie Thompson with Komo News 4 interviews KJ about a 401(k) fix for your retirement fund concerns during a struggling stock market.
Financial services are offered through Family Retirement LLC, a registered investment adviser in the States of Washington, California, and Texas (IARD #290423). Registration as an investment adviser does not imply a certain level of skill or training. Family Retirement LLC may only transact business in states where it is appropriately registered or exempted from registration. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, nor does it constitute an offer to provide investment advisory services to any person in any jurisdiction where such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction. Personalized investment advice or transaction services will not be provided without compliance with applicable registration or exemption requirements.

As a fiduciary under applicable federal and state securities laws, including ERISA and the Internal Revenue Code for retirement investors, Family Retirement LLC acts in clients' best interests. Neither the firm nor its representatives provide tax, legal, or accounting advice; please consult qualified professionals for such guidance before making financial decisions.

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