Lori Sweet
Lori Sweet Financial
Lori Sweet grew up in a small town in Washington State with a father who practiced as a CPA and taught her the value of planning and protecting yourself financially for the future.
More information about Lori can be found in the About Us Tab above
Our Most Recent Article
Making the Most of Your Required Minimum Distributions (RMDs)
January 31, 2025
As the end of the year approaches, retirees need to ensure their financial obligations are in check—particularly their Required Minimum Distributions (RMDs). For those unfamiliar, RMDs are mandated withdrawals from specific retirement accounts that begin once you reach a certain ...
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Lori Sweet
Lori Sweet Financial
Everett, Washington
lori.sweet@retirevillage.com
(206) 786-6690
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(December 11, 2024
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Many individuals diligently contribute to retirement plans but often wonder ...
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Fixed index annuities (FIAs) have become popular retirement income vehicles, ...
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