Boeing 401k Questions
Primary Concerns:
• Is my current VIP allocation right for my retirement goals?
• I am eligible for the pension buyout, should I take it? How will it affect my retirement?
• What is the best pension option for my family?
• If I’m offered a voluntary layoff (VLO), does it make sense for me?
• What should I do with my VIP when I retire?
• I want to retire from Boeing, but I still plan on working a different job with significant less pay. How does this work into my retirement plan?
Additional Concerns:
• I am maxing out my VIP, where else should I save money?
• What investment strategy should we implement to make sure we reach all of our needs in retirement?
• What should we be doing for Social Security planning & strategies?
Our Blog:
10 Secrets Successful Retirees Know
Retirement is a major life transition that many people look forward to. However, not everyone is prepared for the challenges and opportunities that retirement brings. How can you make the most of your golden years? Here are 10 secrets that successful retirees know and...
Are there investment strategies that take into consideration growth and taxation post-retirement?
Many people who are planning for retirement focus on how to accumulate enough savings to fund their desired lifestyle. However, there is another important aspect of retirement planning that is often overlooked: how to optimize the growth and taxation of your...
Why your 401k may not be enough
If you are saving for retirement, you may have heard of the 401k plan. This is a type of employer-sponsored retirement account that allows you to contribute a portion of your pre-tax income and invest it in a variety of options. Your employer may also match some or...
Generational wealth transfer: What is and how is it done?
Generational wealth transfer is the process of passing down assets and resources from one generation to another. It can be a powerful way to create and sustain financial stability and prosperity for your family and future generations. However, it also involves complex...
13 Reasons Why People Need to Hire a Financial Advisor
. Financial planning is not something that most people can do on their own. It requires a lot of knowledge, skills, and experience to make sound decisions that will help you achieve your goals and secure your future. That's why hiring a financial advisor can be one of...
The Building Blocks of Portfolio Risk Management
Portfolio risk management is the process of identifying, measuring and managing the sources of uncertainty that affect the performance of a portfolio of assets. It is essential for investors who want to achieve their financial goals and avoid unnecessary losses. Lets...
Whether you live near us in the Pacific Northwest…
Whether you live near us in the Pacific Northwest and endure month after month of gray skies and cold rain or elsewhere in the US and grow weary of snow and slush during winter, you may want to explore the idea of becoming a snowbird! A snowbird is someone who...
What should I do with my old 401k?
If you have an old 401k account from a previous employer, you might be wondering what to do with it. There are several options available to you, each with its own pros and cons. Here are some of the most common ones: - Leave it where it is. This might be a good option...
Can you afford to spend more AND give more?
Can you afford to spend more AND give more?The question that many people ask themselves when they are faced with the challenge of balancing their personal finances and their charitable donations. It usually comes in the form: “ How can you manage your budget and still...
Higher 2023 IRA and Roth IRA Contribution Limits and Phase Out
Higher 2023 IRA and Roth IRA Contribution Limits and Phase Outs: If you are planning to save for your retirement, you may want to consider opening an Individual Retirement Account (IRA) or a Roth IRA. These are tax-advantaged accounts that allow you to invest your...
Helpful tips on deciding which charities to support this year
As the year comes to an end, many people are looking for ways to give back to their communities and causes they care about. However, with so many charities out there, it can be hard to choose which ones to support. How can you make sure your donations are going to the...
Developing your personal financial team
Developing your personal financial team. One of the most important steps you can take to achieve your financial goals is to build a team of professionals who can support you along the way. A personal financial team is a group of experts who can provide you with...
Robinswood Financial:
Office: (425) 296-1611
Toll Free: (800) 671-1153
Secure Fax: (425) 296-1612
Address:
3425 Carillon Point
Building 3000, 4th Floor
Kirkland, WA 98033