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Understanding Today's Financial Environment
Welcome, we are Fulcrum Financial Group, a financial professional in Spokane, WA. We understand that individuals face unique challenges as they build wealth and plan for the future. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, saving for college, or managing your estate, our personalized service focuses on your needs, wants, and financial goals and objectives.Contact Us
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Try these activities to keep your brain sharp.
If you find it hard to attain personal life goals, there’s an app for that!
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Marriage changes everything, including your insurance needs.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
What if instead of buying that home, you invested that money?
Understanding the cycle of investing may help you avoid easy pitfalls.
Have you explored all of your choices when it comes to managing your taxable income?
What is your plan for health care during retirement?
$1 million in a diversified portfolio could help finance part of your retirement.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.