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
Social Security Fairness Act Brings Important Changes
May 1, 2025
On January 5, 2025, a significant milestone in Social Security legislation was achieved with the signing of the Social Security Fairness Act, addressing the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO). This act aims to bring greater equity ...
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Lori Sweet
Lori Sweet Financial
Everett, Washington
lori.sweet@retirevillage.com
(206) 786-6690
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Fixed Rate Deferred Annuities Take Center Stage
(April 1, 2025
Amid the current landscape of elevated interest rates, an often-overlooked ...
How Your Retirement Timeline Impacts IRA Decisions
(February 28, 2025
Planning for retirement involves many decisions, and one of the ...
Making the Most of Your Required Minimum Distributions (RMDs)
(January 31, 2025
As the end of the year approaches, retirees need to ...
Is There Risk Investing In US Treasuries
(December 30, 2024
In the world of “safe money” nothing compares to owning ...
Healthcare Is The Biggest Social Issue Of The 21st Century
(December 30, 2024
Please pay attention: The most significant problem facing retirees is ...
The Cost of Living Tug-of-War for Social Security Recipients
(December 11, 2024
In early October, the Social Security Administration (SSA) will announce ...
Fixed Rate Deferred Annuities Take Center Stage
(April 1, 2025
Amid the current landscape of elevated interest rates, an often-overlooked ...
How Your Retirement Timeline Impacts IRA Decisions
(February 28, 2025
Planning for retirement involves many decisions, and one of the ...
Making the Most of Your Required Minimum Distributions (RMDs)
(January 31, 2025
As the end of the year approaches, retirees need to ...
Is There Risk Investing In US Treasuries
December 30, 2024
In the world of “safe money” nothing compares to owning ...
Healthcare Is The Biggest Social Issue Of The 21st Century
December 30, 2024
Please pay attention: The most significant problem facing retirees is ...
The Cost of Living Tug-of-War for Social Security Recipients
December 11, 2024
In early October, the Social Security Administration (SSA) will announce ...