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How to Maximize Your Boeing Benefits Package

Joshua Henry April 15, 2022 Boeing employs a workforce of 160,00 worldwide. As a financial advisor that specializes in helping Boeing...

Saving On Taxes In Retirement

Joshua Henry December 1, 2020 When you plan for retirement and daydream about the next chapter in your life, taxes don’t always come to...

When Should I Retire And How Much Do I Need For A Comfortable Retirement?

Joshua Henry April 13, 2022 One of the most common retirement questions people ask is, “When will I be ready to retire?” What many people...

Market Commentary (Q1 - 2022)

We expected the capital markets this quarter to be active and they did not disappoint. Just a short time ago (March 14) the broad US...

Strengths and Weaknesses of Target Date Funds

The point of this article is not to disparage Target Date Funds. We believe on net they are an important part of the financial landscape...

Why the 60/40 “Balanced” Portfolio is Dead & What You Can Do About It

To support this rather audacious claim, I would organize the arguments into two different groups. The first being challenges in the...

Tax Planning Strategies for Boeing Employees

Boeing employees know better than most that planning ahead is key to making the most of their finances, but they are still not immune to...

The Top 10 Financial Mistakes I See Boeing Employees Make

After working with Boeing employees, I’ve seen some patterns—certain financial planning challenges that pop up time and time again. As a...