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Blog

Sarah Whittaker | Feb 3, 2025

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
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Sarah Whittaker | Jan 27, 2025

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
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Sarah Whittaker | Jan 20, 2025

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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Sarah Whittaker | Jan 13, 2025

Planning for the Future: Essential Steps to Secure Your Retirement

Retirement
Savings

Is your retirement savings on track?

If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very

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Sarah Whittaker | Jan 6, 2025

Family Business vs. Family Boundaries: Drawing the Line

Family
Finance
Mixing family and business can be tough. Is it possible to create healthy boundaries?
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Sarah Whittaker | Dec 30, 2024

Is Confirmation Bias Affecting Your Investment Strategy?

Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
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Sarah Whittaker | Dec 23, 2024

What to Do With with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
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Sarah Whittaker | Dec 16, 2024

Asset Allocation and Risk Allocation

Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
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Sarah Whittaker | Dec 9, 2024

Financial Planning Basics: Creating and Maintaining a Budget

Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
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Sarah Whittaker | Dec 2, 2024

Financial Planning Basics: Creating and Maintaining a Budget

Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
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Sarah Whittaker | Nov 25, 2024

Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

Savings
Your thirties are a great time to start working on some larger financial goals. Here are some ideas.
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Sarah Whittaker | Nov 18, 2024

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Investments
Tax Planning

If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a

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3207 NE 54th Street
Vancouver WA 98663

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P: 360-726-2370
F: [company_profile:node:field_company_fax:value]
E: sarah@gatewaynw.com

      

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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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