Lori Sweet
Lori Sweet Financial
Articles
Avoiding Future Family Squabbles By Getting Started With Basic Estate Planning
March 21, 2022
Get Started with Basic Estate Planning Once you undertake the process, decisions need to be made and ...
The Baby Boomers Are Overpowering the Health Care System
March 23, 2022
The Baby Boomers are overpowering the health care system. For over 100 years, the discussion of ...
Outsource Your Concentrated Risk To A Risk Bearer
March 23, 2022
Outsource Your Concentrated Risk To A Risk Bearer Coffee futures have dropped 18.35% in value; if you ...
Six Common Designations Used By Advisors And Agents
March 23, 2022
Six Common Designations Used By Advisors And AgentsChoosing a member of your financial team is a ...
Legacy Arbitrage
February 24, 2022
Use Legacy Arbitrage to extend benefits to heirs.Definition of 'Arbitrage' from Investopedia"The simultaneous purchase and sale ...
Social Security Retirement Benefits: Know Your Options
February 17, 2022
You need to understand your benefits and optionsBenefits requirements:To qualify for Social Security benefits when you ...
Divorce Can Be Very Costly To Retirement Planning
March 23, 2022
Divorce Can Be Very Costly To Retirement PlanningMake Sure You Understand the True CostsNo one wants ...
Running Out of Money Before You Run Out Of Life
March 23, 2022
A recent article in Money Magazine (https://money.com/save-for-retirement/) shined a bad light on Americans planning retirement. Health care expenses, living ...
Trust: Use the Ronald Reagan Approach
March 21, 2022
Trust but verify The other night I saw a feature on the news about the lawsuit between ...
Tax Loss Harvesting
March 21, 2022
What is tax-loss harvesting and will it work for you?“For many investors, tax-loss harvesting is one ...
The Tax Deferred Annuity
March 21, 2022
A tax-deferred annuity helps manage tax liability. A tax-deferred annuity is a plan in which income tax ...
Could Investing In Treasuries Be A Mistake?
March 23, 2022
Could Investing In Treasuries Be A Mistake?US Treasuries are considered the safest investment in the world.The ...
457 Retirement Plan Option
March 21, 2022
A 457 Plan might be a good choice for your retirement planningWhat Is A 457 Plan?A ...
Are Your Boomerang Kids Retiring With You?
March 23, 2022
Are Your Boomerang Kids Retiring With You? Have you delayed retirement because of the obligation to ...
The Golden Years Might Become Scary
March 23, 2022
When the Social Security Administration announced that for 2016, 2017, 2018, there would be NO “cost ...
When Considering a Variable Annuities Use Caution
February 19, 2022
Beware of the fees, expenses, and lack of guarantees when considering a variable annuity. A variable annuity ...
Promises Made Promises Kept Cross Our Heart
March 21, 2022
Make promises, keep promises Promises.We make promises many times in our lives to spouses, kids, friends, and ...
Tax Scams: IRS Dirty Dozen
March 21, 2022
Tax Scams: IRS Dirty DozenIt is tax time, and with it will come many offers to ...
Is It time For Your Company’s 401(k) Plan’s Annual Checkup?
March 21, 2022
Every night on the nightly news, it seems there is bad news about retirement plans, especially ...
Should You Be Concerned About Required Minimum Distributions
March 23, 2022
Should You Be Concerned About Required Minimum DistributionsIf your Required Minimum Distribution is not managed properly, you may ...
Lori Sweet
Lori Sweet Financial
Everett, Washington
lori.sweet@retirevillage.com
(206) 786-6690
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