Premier Wealth Washington

09/02/2026

Your 60s are more than a countdown to retirement—they’re a chance to make strategic moves. Align income and spending, adjust investments, and stay ahead of tax changes. Discover the moves that can help put your retirement plan on solid footing. https://bit.ly/4qWhs9S

Your 60s are the home stretch into retirement. Discover strategies to turn your plan into action, create income, and retire with confidence.

08/26/2026

Skipping a bank account beneficiary could leave your money tied up in probate when loved ones need it most. Naming one can help funds pass directly to them and typically takes precedence over what your will says. See how to choose the right beneficiary: https://yhoo.it/4hRATOt

What happens to the money in your bank accounts when you die? Hopefully, it goes to a loved one who needs it. Naming a bank account beneficiary ensures that happens. Here's what to know about bank account beneficiary rules.

08/19/2026

You can plan for retirement down to the dollar, but what will you actually do once you get there? Here’s how to navigate year one.

Wondering how much to withdraw each year or when to claim Social Security? Read the full guide: https://bit.ly/4gBVTrn

As a record number of Americans turn 65, staying flexible — in your finances and your plans — will be key to achieving your best post-work life.

08/12/2026

Will or trust: which one do you really need? The answer may be both. 🤔 Trusts, beneficiary designations and other documents can all play a role in your estate plan. Learn about the differences and how wills and trusts can work together to create a stronger estate plan.

08/05/2026

Scammers can now use AI to imitate a loved one’s voice, adding a convincing twist to familiar fraud schemes. Knowing theese tactics can help older adults and families pause before responding.

Learn more common warning signs and what to do if you or a loved one may have been targeted: https://bit.ly/4pUtOyJ

07/29/2026

Teaching kids about money doesn’t require a formal lesson. Everyday choices can help them practice budgeting, saving, and decision-making in ways that feel natural.

Explore more practical ways to raise financially confident kids: https://bit.ly/4wWQbG2

At the grocery store, Jamie Corum sets a two-minute timer for her 10-year-old daughter to look around. Then she resets it to 10 minutes so her daughter

07/22/2026

When retirement arrives, many people don’t realize they can keep their 401(k) where it is—and plans are adding new features to make that choice more appealing.

Source: https://bit.ly/qkopF

Companies increasingly are allowing more flexibility with withdrawals, and some are offering annuity options.

07/15/2026

You worked hard to save for retirement, now it's time to enjoy it. Learn how small investments in travel, hobbies, technology, and social connections can deliver lasting rewards. Read about 5 lifestyle upgrades. https://bit.ly/4vz3VpC

Reframing splurges as "intentional reallocation" of money can help you overcome spending anxiety and enhance your quality of life. Here are some suggestions.

07/08/2026

Emergencies are inevitable, but financial stress doesn’t have to be. While the standard emergency fund is 3-6 months of expenses, it's best to start with small, manageable milestones, such as saving your first $1,000.

Source: https://bit.ly/quiF

Maybe your car broke down, your computer was stolen, or you had a surprise visit to urgent care. Emergencies are inevitable, but you can help by building an emergency fund.

07/01/2026

Most people plan carefully for retirement finances, but not always for how they’ll spend their time. Around year three, after the travel, projects, and long-delayed plans slow down, the real adjustment can begin.

Expect the third-year shift: The first two years often stay busy. After that, many retirees may need a new sense of structure and purpose.
• Ask better questions: What brings you joy? Would volunteering, part-time work, or learning something new feel fulfilling?
• Plan for the long game: With retirement potentially lasting decades, it helps to think about goals for the next 5, 10, or even 20 years.
See how building a post-career routine early could help you create a more fulfilling next chapter: https://bit.ly/42ZyNDJ

Many retirees struggle with a “third year slump” after the excitement of early retirement fades, but creating a meaningful routine can improve happiness and longevity.