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Navigating Long-Term Care in the Pacific Northwest: A Guide for Retirees
Long-term care has changed dramatically since COVID. Many families have watched a loved one in need of this type of care and experienced firsthand how quickly the costs add up. It can be emotionally overwhelming, especially without a plan in place. The good news is this: today’s tax code gives retirees a powerful way to turn existing assets such as IRAs, 401(k)s, annuities, even life insurance into tax-free long-term care benefits . Here are three core ideas from the book Ta
seanbolen0
7 days ago1 min read


Comprehensive Financial Advisor Services Explained
Planning for retirement brings many questions. How do I protect my savings? What steps ensure a steady income? Where do I invest safely?...
seanbolen0
Sep 303 min read


What's the Secure Horizons Process
Why We Think Differently At Harbour View Advisors, we don’t believe retirees should settle for the “traditional wisdom” Wall Street has...
seanbolen0
Sep 302 min read


End-of-Summer Financial Reset: Preparing for Q4
As summer winds down and autumn approaches, it’s the perfect time to reassess your financial situation and prepare for Q4 tax planning....
seanbolen0
Sep 302 min read
A Wagonload of Worries
401K vs Roth
Market Volatility
How & When Social Security
Protect Your Dreams
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