Waymaker Wealth Advisors

Waymaker Wealth Advisors Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Third p

Estate planning often begins with a few important questions. Who do you trust to make decisions for you if you can’t? Wh...
08/12/2026

Estate planning often begins with a few important questions.

Who do you trust to make decisions for you if you can’t? What do you want your plan to say? And if you already have a plan, does it still fit your life as it is now?

In this on-demand session, we’ll cover:

• The questions an estate plan can answer
• How taxes may affect what you leave behind
• When it may be time to put a plan in place or review the one you have

See how those questions come together in the full session: https://waymakerwa.com/insights/blog/safeguarding-what-matters-most-estate-planning-for-families/

July’s jobs report looked weak at first glance.Payrolls fell by 23,000, and prior months were revised lower. But unemplo...
08/10/2026

July’s jobs report looked weak at first glance.

Payrolls fell by 23,000, and prior months were revised lower. But unemployment also fell to 4.1%, prime-age employment remained high, and layoffs stayed unusually low.

Hiring has slowed. The broader labor picture, though, may be more stable than the headline suggests.

See why the latest jobs report may be telling two different stories: https://waymakerwa.com/insights/blog/market-commentary-back-to-your-regularly-scheduled-bull-market-even-as-payrolls-wobble/

Roth or traditional IRA?It may sound like a simple choice, but current contribution limits and factors such as your age ...
08/08/2026

Roth or traditional IRA?

It may sound like a simple choice, but current contribution limits and factors such as your age can affect which options are available to you.

Use the calculator to see which combination of Roth, traditional tax-deductible, and traditional nondeductible contributions may be available to your household: https://waymakerwa.com/calculator-roth-ira-traditional-ira/

More than $51 trillion is expected to transfer to women as surviving spouses over the next two decades.That shift will p...
08/07/2026

More than $51 trillion is expected to transfer to women as surviving spouses over the next two decades.

That shift will place more women in charge of decisions involving taxes, retirement accounts, and the future of family wealth.

This webinar explores strategies that may help women prepare for those responsibilities with greater knowledge and intention.

Watch to understand the tax decisions that may shape how this next generation of wealth is managed and transferred: https://waymakerwa.com/insights/blog/tax-smart-strategies-webinar/

Choosing life insurance can get complicated quickly.The coverage you choose should reflect your family’s financial needs...
08/05/2026

Choosing life insurance can get complicated quickly.

The coverage you choose should reflect your family’s financial needs, your circumstances, and what may change over time.

This resource walks through questions to consider when evaluating a policy and when it may be time to review your coverage: https://waymakerwa.com/insights/blog/how-to-pick-an-insurance-policy/

The Federal Reserve left interest rates unchanged and struck a more dovish tone.The bond market told a different story.S...
08/03/2026

The Federal Reserve left interest rates unchanged and struck a more dovish tone.

The bond market told a different story.

Short-term yields fell, while longer-term yields surged and the 30-year Treasury reached its highest level since 2007. That split may reflect concerns about inflation now and the possibility of a tougher Fed response later.

See why the bond market may be challenging the Fed’s message: https://waymakerwa.com/insights/blog/market-commentary-earnings-fed-up-and-down-week-for-markets-mostly-up/

It’s one thing to put money into your 401(k), but it’s another to see how much it could grow over time.With seven questi...
08/01/2026

It’s one thing to put money into your 401(k), but it’s another to see how much it could grow over time.

With seven questions, this calculator helps you see how your current savings compare with the amount you may actually need for retirement.

Take a look at how your 401(k) could grow over time: https://www.waymakerwa.com/401k-calculator/

Trying to understand the difference between a Trump Account and a 529 plan? They might sound alike, but they’re meant fo...
07/31/2026

Trying to understand the difference between a Trump Account and a 529 plan? They might sound alike, but they’re meant for different goals.

A 529 is focused on education. A Trump Account lets families begin investing for a child early, and once the child reaches adulthood, it becomes a retirement account.

See what sets the two apart and how each may fit into a longer-term savings plan: https://waymakerwa.com/insights/blog/trump-accounts-what-you-need-to-know-about-eligibility-contributions-and-long-term-planning/

Life insurance isn’t one-size-fits-all. Each type works a little differently.Some provide straightforward coverage. Othe...
07/29/2026

Life insurance isn’t one-size-fits-all.

Each type works a little differently.

Some provide straightforward coverage. Others may include cash value, added flexibility, or benefits tied to needs such as long-term care.

Once you understand what each type does, it’s easier to figure out which may be right for you. Your goals, budget, and when you need it also matter when discussing coverage with a financial professional.

See how the main types differ and what each is designed to do: https://waymakerwa.com/insights/blog/which-type-of-life-insurance-is-right-for-me/

Higher interest rates can’t produce more oil, computer chips, or shipping capacity. So why would the Federal Reserve con...
07/27/2026

Higher interest rates can’t produce more oil, computer chips, or shipping capacity. So why would the Federal Reserve consider raising them?

The concern is what happens after a supply shock. Higher costs can spread into transportation, food, services, and wages, especially when demand remains strong.

See why the Fed may act even when it can’t fix the original shortage, and what that could mean for markets: https://waymakerwa.com/insights/blog/market-commentary-good-news-under-the-surface-but-fed-uncertainty-ahead/

Address

4610 N Ash Street Suite 201
Spokane, WA
99205

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+15094435174

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