A Bucket Plan to Go with Your Bucket List Safeguard Your Digital Estate The Richest Man in Babylon What Smart Investors Know

It's about balance

What's important to you?

Your family, your values, and your dreams. NSH Retirement Strategies can help you create a balance between them and invest for a fulfilling retirement.

What about wealth?

What does it mean to you? At NSH Retirement Strategies, we're most interested in one definition of wealth: yours.

Ultimately, your wealth should mean more than a balance sheet, or numbers in a musty ledger. It's about creating balance between enjoying life today and planning for your future.

Your Family

Wealth can mean the right start for your children or grandchildren, conveyed with values you'd like to uphold. It can facilitate entry into the right college, help to foster growth and the right outcome for a family business, and provide a measure of comfort in an emergency or a transition.

Your Community

The destiny of your wealth need not be entirely private. You may want to follow a tradition of tithing and gifting with an endowment or charitable trust that can offer you significant tax advantages en route to benefiting a house of worship, a charity or nonprofit, or a school.

Your Dreams

Your wealth should also provide you with the means to fulfill lifelong dreams, start ventures and adventures, and enhance your life around a new economic freedom.

NSH Retirement Strategies can help you to plan to fulfill these three aspects of wealth. Contact us to learn exactly how our resources and insight can help you get closer to your goals. 

We serve the greater Snohomish and Skagit counties including Arlington, Burlington, Camano Island, Marysville, Mt Vernon and Stanwood.

 

Helpful Content

A Look at Whole Life Insurance

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

How Stocks Work

How Stocks Work

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

Where Will Your Retirement Money Come From?

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

 

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

9 Facts About Social Security

There are things about Social Security that might surprise you.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

View all articles arrow

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Federal Income Tax

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

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

View all calculators arrow

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.

Principles of Preserving Wealth

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

View all presentations arrow

The Cycle of Investing

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

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.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Should I Invest in Gold?

Learning more about gold, and its history, may help you answer that question.

Exit Strategies of the Rich and Famous

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

View all videos arrow