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Blog

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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Two elderly people sitting on a bench looking at the sea
Sarah Whittaker | May 27, 2024

Seven Key Tips for Planning Elder Care

Family
Lifestyle
Retirement
Health
Disability
Noticing signs of decline in our loved ones is always hard, and making care decisions for them often feels even harder. While it's impossible to make the
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Two people at work high fiving at a desk
Sarah Whittaker | May 20, 2024

Unlock Your Earning Potential: 3 Essential Steps for Negotiating a Higher Salary in Your Next Job Offer

Lifestyle
Savings
Finance
Are you currently negotiating a new job offer or searching for a new role? This article aims to guide you on your journey. The question is: how do you ensure
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Digital art image of a group of shadowy figures with TVs for heads displaying a hypnotic pattern.
Gateway NW | Wealth Advisors. | May 13, 2024

Top 4 Social Media Money Scams & How to Spot Them

Investments
Finance
Lifestyle
Privacy
Savings

Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1

There have been more than

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An older man relaxing and laying down in an inner tube on relaxing water.
Gateway NW | Wealth Advisors. | May 6, 2024

Retirement nearing? Do these 5 things first.

Retirement
Family
Savings
Lifestyle
Tax Planning
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel
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Watercolor style picture of 5 carrots sprouting from the ground.
Gateway NW | Wealth Advisors. | Apr 29, 2024

4 Financial Mistakes to Avoid this Spring

Savings
Retirement
Tax Planning
Insurance
Credit
Lifestyle
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your
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3207 NE 54th St
Vancouver WA 98663

Contact Info

P: 360-726-2370
F: 505-828-1233
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. Gateway NW Financial Advisors is not a broker-dealer or investment adviser. 

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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