Broker Check
Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

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.

Download Our Free Ebook

If you're like 93% of Americans, you're looking forward to retirement. But are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

How Much do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Helpful Content

A Penny Saved is Two Pennies Earned

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Certain Uncertainties in Retirement

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

 

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

View all articles arrow

Annuity Comparison

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

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Social Security Taxes

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

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

View all calculators arrow

Your Cash Flow Statement

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

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

View all presentations arrow

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

View all videos arrow