Post-Tax Season: A Perfect Time to Review Your Financial Goals
Post-tax season is the perfect time to review your financial goals, optimize tax strategies, and ensure your investments align with your long-term plan.
Get to know our newest partner
We are pleased to announce that Andrea Silbernagel is now a partner at Fort Vancouver Investment Management. Having joined FVIM as an Advisor in 2022, Andrea brings valuable expertise in tax and financial planning.
Navigating Tax Changes: Maximizing Opportunities Before TCJA Sunsets
The Tax Cuts and Jobs Act, has left an indelible mark on American taxpayers since its enactment in 2018. As the TCJA is set to sunset in 2026, a short window of opportunity remains for individuals to strategize and maximize their tax benefits before the landscape shifts.
Ten Quotes on Retirement
People have their take on retirement. With planning, hard work, and help from a skilled financial advisor your retirement can be a dream come true (at least according to these notable voices).
What’s Wrong with Depending on Dividend Stocks? Part 2: Dividend Stocks vs. Total Return Investing
Instead of seeking more concentrated dividend stock positions, we prefer a total return investment strategy, even for retirees who are drawing income out of their portfolios.
Choosing a Financial Guide: Navigating Life's Summits
Embarking on the path to sound financial decisions can feel overwhelming, especially when faced with the complexities of retirement planning, taxation, and investment management. Much like Rob's recent climb of Mt. Hood, the journey to financial success requires careful navigation and a knowledgeable guide to help you reach your goals.
Is Social Security Going Bust?
In planning for retirement, one topic is often top of mind: What if Social Security goes bust? As we covered in a related post, When Should You Take Your Social Security, most of us have been paying into the program our entire working life. We’re counting on receiving some of that money back in retirement.
When Should You Take Your Social Security?
Ever since President Franklin D. Roosevelt signed off on the 1935 Social Security Act, most Americans have ended up pondering this critical question as they approach retirement: “When should I (or we) start taking my (or our) Social Security?” And yet, the “right” answer to this common query remains as elusive as ever. It depends on a wide array of personal variables. It depends on how Congress acts. It depends on how the unknowable future plays out.