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11196 Sahalie Road
La Conner, WA 98257

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Tony Soans, EA, CSA

800-765-7608

 
Encore Careers: Push Your Boundaries Understanding the SECURE Act Stay Safe with a B.O.P. At Your Back The Long Run: Women and Retirement

My Practice

No matter where you are financially, it’s important that you are taking steps to actively address the issues that managing wealth presents. I have found that there are 8 Wealth Management Issues that are most important to my clients and their families. Each of these issues is interrelated and acts like a balancing scale. If you make an adjustment to one issue, it affects the others. It is critical that you have one Advisor who is knowledgeable about your complete financial picture, including your tax situation, so you can be given appropriate advice and recommendations. I will work with you to create an action plan that addresses these issues as you see fit.

Helpful Content

Variable Universal Life Insurance

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

The Business Cycle

The Business Cycle

How will you weather the ups and downs of the business cycle?

9 Facts About Social Security

9 Facts About Social Security

There are things about Social Security that might surprise you.

 

The Basics of Medicare

Learn all about Medicare basics in this informative and insightful article.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Doubling Your Money

This calculator demonstrates the power of compound interest.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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No Cash, No Checks, No Problem

Peer-to-peer payment apps are one of the newest ways to send money.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Saving for College 101

Here’s a crash course on saving for college.

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