Friends in Washington, one of the (many) consequences of the pandemic is that many folks are facing early retirement decisions. How should they approach those “right now” choices? This FREE guide dives into the 20+ decisions that could affect the rest of their lives. Overwhelmed and need personal advice now? Call 425.215.1000 to get your questions answered in a complimentary 1-on-1 phone appointment.

How far could a cool million go in retirement in Washington? Check out this fun interactive map to see some hypothetical calculations of how far $1 million could go in retirement.

Is $1 million still enough to retire on? It depends! Check out how far a cool million could go in each state in this month’s Visual Insights Newsletter. Click to learn more!

Retirees and soon-to-be retirees in Washington have more to figure out than ever. Want help? I’m offering a FREE Retirement Success Session. Just click to book!

Friends and clients! $1 million has been a big financial milestone for retirement savings for decades. How far could it actually go in Washington?

Washington State legislation recently added a forced LTC tax to high-income earners. To help spread the word, we've put together a brief presentation to help you understand what this means for you. View or download the presentation below! IWM LTC Info Deck (1) Download

Happy New Year from Inflection Wealth Management! See how we can help you reassess your financial goals and objectives and build confidence that YOUR best financial interests are supported as we embark upon a fresh new year!

Election Day is right around the corner! This is considered by many to be an important Inflection Point. We'd love to share some great and informational context around elections and market impacts. We'd also love to help you through this- and other- Inflection Points. Reach out to us today!

If you woke up this morning freshly retired or amidst and inflection point in life, give us a call to discuss planning the next steps! We specialize in investment advisory and financial planning for all of life's inflection points- planned or not! We'd love the opportunity to demonstrate how we'd value and support you!