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Blog

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Sarah Whittaker | Aug 19, 2024

A Guide to Pensions & Retirement Benefits

Retirement
Investments
Tax Planning

How much do you really know about retirement benefits?

If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement

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Woman sitting on a rock looking out at lake. In the distance is a large mountain range
Sarah Whittaker | Aug 12, 2024

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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Parent reading a book to their newborn child
Sarah Whittaker | Aug 5, 2024

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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Man sitting on a park bench and working on a laptop
Sarah Whittaker | Jul 29, 2024

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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Toddler standing at the bottom of a stone staircase
Sarah Whittaker | Jul 22, 2024

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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Close-up image of an elderly hand being held by a younger-looking hand
Sarah Whittaker | Jul 15, 2024

Practical Tips: How to Avoid These 4 Estate Planning Missteps

Finance
Lifestyle
Estate Planning

First, let’s start by uncovering the most common mistake in estate planning…

Surprisingly, this frequently made mistake might already be on your doorstep. A

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Ten key accounting calculator on a soft yellow desk
Sarah Whittaker | Jul 8, 2024

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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Digital art of a lawyer standing next to a large document and gavel.
Sarah Whittaker | Jul 1, 2024

Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

Investments
Finance
Tax Planning
Insurance
Estate Planning
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors
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Close up portrait of child giving two thumbs up
Sarah Whittaker | Jun 24, 2024

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Finance
Education

Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy

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Image of a sailboat sailing on a lake, with cloudy weather above.
Sarah Whittaker | Jun 17, 2024

Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement

Finance
Lifestyle
Retirement
Health
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning
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An elderly woman wearing brightly colored, hip clothing doing a funny pose.
Sarah Whittaker | Jun 10, 2024

Longevity in Retirement & What You Should Know

Investments
Retirement
Finance
Savings

How many years will your retirement last?

What are the chances you’ll live past 90?

Most of us answer those questions wrong because we don’t have strong longe

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A man sitting on a bench watching a plane take off
Sarah Whittaker | Jun 3, 2024

When Vacations Go Wrong: 5 Costly Travel Mistakes & How to Avoid Them

Lifestyle
You can’t control everything when you travel. But you can control what you know, how you get ready to get away, and what you do while you’re vacationing. And
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Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC.  Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  Gateway NW Financial Advisors and Cambridge are not affiliated.

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, NY, OR, VA, WA, and WY. No offers may be made or accepted from any resident outside the specific state(s) referenced.

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