360.738.8038 THE CASCADIA FINANCIAL GROUP INC. Home About Insights Tools Contact RETIREMENT Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. Featured Video Risk Tolerance: What’s Your Style? Learn about what risk tolerance really means in this helpful and insightful video. Featured Presentation An Inside Look at Retirement Living A number of questions and concerns need to be addressed to help you better prepare for retirement living. Have A Question About This Topic? Name Email Question RE: Retirement How does your ideal retirement differ from reality, and what can we do to better align the two? Tax Efficiency in Retirement What role would taxes play in your investment decisions? The Power of Tax-Deferred Growth Why are 401(k) plans, annuities, and IRAs so popular? ARTICLES CALCULATORS PRESENTATIONS VIDEOS Choosing a Retirement Plan that Fits Your Business To choose a plan, it’s important to ask yourself four key questions. Who Is Your Trusted Contact? This investment account question is vital and answered as early as possible. How Retirement Spending Changes With Time It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs. Does Your Portfolio Fit Your Retirement Lifestyle? Lifestyle considerations in creating your retirement portfolio. Retirement Seen Through Your Eyes What your life will look like after you leave work. Navigating Retirement Pitfalls Why are they made again and again? Making sense of these errors in judgement. VIEW ALL ARTICLES Contact Cascadia Financial Group Inc. Office: 360.738.8038 Office: 360.293.5400 Fax: 360.312.5342 1201 11th Street Suite 205A Bellingham, WA 98225 6,22,63,62 mark@cascadiafinancial.com Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle All Articles All Videos All Calculators All Presentations Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2021 FMG Suite. This material was created to provide accurate and reliable information on the subjects covered. It is not, however, intended to provide specific legal, tax or other professional advice. The services of an appropriate tax or legal professional should be sought regarding your individual situation. Mark Hoemann is a Registered Representative offering Securities through The O.N. Equity Sales Company Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513) 794-6794. Investment Advisory Services offered through O.N. Investment Management Company. Licensed to sell securities in the following states: MO, NV OR, WA