FAMILY RETIREMENT
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January 2023
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Reaching 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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What You Need to Know 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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Questions To Ask 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.

Latest Media

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.
Mission
Together we'll inspire preparation for each life phase through educational classes, personalized services, financial product recommendations, and expertise focused on your financial prosperity. Just as conserving your family legacy is your first priority, our commitment to fiduciary responsibility is ingrained.

Limited Time Only


We offer classes to help you learn about investing with your Health Savings Account (HSA).
Learn More
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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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425-610-9226
 
1700 Westlake Avenue North Suite 200
Seattle, WA 98109


Copyright © 2023
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  • Home
  • Services
  • About us
  • Resources
    • Insights
    • Video Library
    • Featured Media
  • Contact