Inflation and Your Portfolio The Real Cost of a Vacation Home Should You Ever Retire? Sit, Stay, Rollover: A Guide to IRA Rollovers

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

Protecting Those Who Matter Most

Protecting Those Who Matter Most

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

What Is an Annuity?

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Planning for Special Needs Children

Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

 

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

Your Emergency Fund: How Much Is Enough?

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

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

What Is My Current Cash Flow?

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

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Comparing Investments

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

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Protecting Those Who Matter Most

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

Retirement Plan Distributions

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

5 Smart Investing Principles

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

Tax Management Strategies

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

An Inside Look at Retirement Living

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Rightsizing for Retirement

What does your home really cost?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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