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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

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1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

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Exit Strategies of the Rich and Famous

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

Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

 

An Overview of Renter’s Insurance

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Problems with Probate

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Retirement Income and the Traditional Portfolio

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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

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Estimate your monthly and annual income from various IRA types.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

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

Principles of Preserving Wealth

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

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

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Exit Strategies of the Rich and Famous

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

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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