Financial Planning Insights from First Pacific Financial
Whether you're building wealth, preparing for retirement, or navigating a major financial transition, the right information makes all the difference. Here at First Pacific Financial, our CFP® advisors in Vancouver, WA share practical insights on retirement planning, investment strategy, tax efficiency, estate planning, and more. Browse our latest articles below, or explore topics relevant to your stage of life.
Why Oil Prices Fluctuate
Visual Capitalist put out a great piece this week on Why Oil Prices Fluctuate. The main reason they fluctuate is...
Protect Thyself from Thyself: Investor Biases
Wade Pfau, Ph.D., CFA recently posted a great article detailing common investment biases that get investors into trouble. Some of...
Tax Savvy Giving
When you get to the point in your life when you would like to consider gifting assets, most people begin...
Client Vault: Filing System at Your Fingertips
In a previous post, we discussed our financial planning and account aggregation software, Wealth Director. Another great feature of Wealth...
The Role of an Executor: What am I responsible for?
In the role of Executor, the complexity of your responsibilities will vary based on the complexity of the decedent’s assets....
Estate Planning 101: Shaping Your Future, The Essentials
Whether you have a complex financial situation or a simple one, estate planning is a way to take care of...
Wealth Director: Enhancing the Client Experience
At First Pacific Financial, our clients have access to our financial planning and account aggregation software Wealth Director. Wealth Director...
Retirement Savings: Delaying gratification or buying peace of mind?
The big question on many American’s minds is how much they need to save to have a comfortable retirement. Simple...
The Living Plan
Who’s that financial plan for anyways? Many people think that a financial plan is for their benefit. No doubt, our...
What is a Charitable Remainder Trust and when would I consider using it?
The answer to this question is relatively simple, but the trust itself is complex and has complex rules and requirements....