Understanding Today’s Financial Environment
Welcome, I’m Brian Kerrigan, a financial professional in Olympia, Washington. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (360) 866-2345 ext.405
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Four vacation destinations you might never have thought of.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Don't let procrastination keep you from pursuing your financial dreams and goals.
The true cost of raising a child may be far more than you expect.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much income may be needed at retirement to maintain your standard of living.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Here’s a crash course on saving for college.
There are three things to consider before dipping into retirement savings to pay for college.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Do you know how to set up your financial goals for success? This knight does.
If you died, what would happen to your email archives, social profiles and online accounts?