Cassandra Spitzer, MBA, CFP - Financial Advisor at LPL Financial

Cassandra Spitzer, MBA, CFP - Financial Advisor at LPL Financial Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Cassandra Spitzer, MBA, CFP - Financial Advisor at LPL Financial, Financial planner, Bellingham, WA.

This piece presents an overview of fundamental steps to consider when a loved one passes.
07/24/2026

This piece presents an overview of fundamental steps to consider when a loved one passes.

An overview of some fundamental steps when a loved one passes.

Have you used a junk-drawer approach to manage your investments?
07/22/2026

Have you used a junk-drawer approach to manage your investments?

It's easy to let investments accumulate like old receipts in a junk drawer.

Saving for college doesn’t have to be as complicated as college itself.
07/20/2026

Saving for college doesn’t have to be as complicated as college itself.

Here's a crash course on saving for college.

For a small business, the loss of a key person could cause financial hardship.
07/17/2026

For a small business, the loss of a key person could cause financial hardship.

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Working in Retirement: New trend or same old story?
07/15/2026

Working in Retirement: New trend or same old story?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Find out whether you are insurable before implementing a strategy using life insurance.
07/13/2026

Find out whether you are insurable before implementing a strategy using life insurance.

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

In 2024, the average work bonus was roughly 2.8 percent of the worker’s annual salary, across all industries. What would...
07/10/2026

In 2024, the average work bonus was roughly 2.8 percent of the worker’s annual salary, across all industries. What would you do with yours?

This article examines one's options when receiving a work bonus or other financial windfalls.

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic effort...
07/09/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers.

What every parent needs to know about insuring his or her teen driver.
07/08/2026

What every parent needs to know about insuring his or her teen driver.

Tips on insuring your teen driver.

M0 is the total of all physical currency worldwide. What’s it look like?
07/06/2026

M0 is the total of all physical currency worldwide. What’s it look like?

Learn a little about worldwide currency in this fun infographic

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