Ongoing_Investment_Management

By Ward Homola / May 6, 2020

Ongoing Investment Management in Vancouver Washington

Tim Massie, CFP and
Fee-Only Financial Planner

Owen Granger, Associate Planner

Nick Massie, Paraplanner

COMMON QUESTIONS WE ANSWER

Do I have enough money to retire?
Will I run out of money while in retirement?
What are topics and other areas that I might not be aware of or that I should know about going into retirement?
How should my portfolio look going into retirement compared to when I was saving for retirement?
Which pension option should I take?
When should I take Social Security?
Is my money invested correctly?
Do I need long term care insurance? How much does it cost?