Pete Blackwell, CFP®, AAMS® 



7307 N Division St Suite 204
Spokane, WA 99208


(509) 468 3292,Toll Free: (888) 634 1211


(888) 660-5065


The Benefits of Financial Planning

If you are feeling less than confident about your financial future, having a well-prepared financial plan can help put you in control.
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Inflation Can Threaten Your Retirement

You face a quiet financial threat to Your Retirement nest egg. The effect of inflation may be subtle but can also be significant. Read on.
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If you own an IRA, be sure you are familiar with all the latest rules governing them
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Avoid These Financial Traps

Money. It's hard to get and easy to lose. It doesn't take long for the wealth you've accumulated to disappear if you don't manage your money well.
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Working with a Financial Advisor

Click on this link to learn about working with a financial advisor.
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529s and Estate Planning: What's the Connection?

Assets in 529 plans have grown significantly in recent years due to their college planning potential. But there's another side to 529 plans that may appeal to you -- potential estate planning benefits.
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Consider Prepaid Tuition Plans for College Savings

For parents planning for their children's college education, there are several investment options to consider. One option is state-sponsored prepaid tuition plans. These plans allow parents to pay today's tuition rates with the assurance that the child will have the money to go to college when the time comes. They also allow participants to defer paying federal income tax on earnings until money is withdrawn for college. How Plans Work Essentially these plans allow parents (and relative
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Children and Wealth: Important Lessons Start Early in Life

Wealth can be a mixed blessing -- one that creates great opportunity as well as weighty responsibility -- especially for children. As a parent, grandparent, or concerned relative, you hope to pass on what you have learned about...
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A Financial Plan for All Seasons

Taking control of your financial situation can help alleviate stress and potentially free up money to put toward your retirement savings.
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Vacation Value

Everyone needs a vacation periodically. Breaking the routine of the workaday world is not only refreshing, but studies show it's good both for you and your ability to do a better job. Reducing job stress can lead to more productivity....
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