Understanding Today’s Financial Environment
Welcome, I’m Brian Kerrigan, a financial professional in Olympia, Washington. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (360) 866-2345 ext.405
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Tips on insuring your teen driver.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
There are common mistakes you can avoid when saving for retirement.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much income may be needed at retirement to maintain your standard of living.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
$1 million in a diversified portfolio could help finance part of your retirement.
A bucket plan can help you be better prepared for a comfortable retirement.
The decision whether to buy or rent a home may have long-term implications.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Do you have causes that you want to support with donations? Here are three tips.