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Kerrigan Financial ManagementDivider

1601 Cooper Point Road NW
Olympia, WA 98502
360.866.2345 ext. 405

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Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

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 

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What You Should Do About Insurance Following a Divorce

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

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Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

To Catch a Thief

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

 

Death is No Excuse

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Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

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At what point can you call a personal vehicle commercial?

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Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Estimate the total cost in today's dollars of various mortgage alternatives.

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Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Keys to Investing for Retirement

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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A presentation about managing money: using it, saving it, and even getting credit.

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The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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The Power of Tax-Deferred Growth

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A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Retirement Redefined

Around the country, attitudes about retirement are shifting.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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The average retirement lasts for 18 years. Are you prepared to fill that many days?

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Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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