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.
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.
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 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.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
The chances of an IRS audit aren’t that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps estimate your federal estate tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help determine whether it makes sense to refinance your mortgage.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Do you have causes that you want to support with donations? Here's three tips.