HENRY DAVID THOREAU ELEANOR ROOSEVELT DANIEL ADAMS, CFP®, AIF® DENIS WAITLEY, SPEAKER AND WRITER

Helpful Content

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.

Healthy Body, Healthy Pocketbook

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

Your Cash Flow Statement

Your Cash Flow Statement

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

 

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

A Primer on Dividends

A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Life and Death of a $20 Bill

How long does a $20 bill last?

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Saving for College

This calculator can help you estimate how much you should be saving for college.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Tax Freedom Day

Assess how many days you'll work in 2012 to pay federal tax liability.

Comparing Investments

Estimate the potential capital gains taxes due on your transactions.

Federal Income Tax

Use this calculator to estimates your income tax liability along with average and marginal tax rates.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Interest Rates: How Low Can They Go?

The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

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Lattitude Wealth Management, LLC

509.628.2291 phone
509.628.2907 fax
877.628.2291 toll-free

7117 West Hood Place, Suite 120
Kennewick, WA 99336

Latitude Wealth Management LLC is a registered investment adviser in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

Advisory services and securities offered through Cetera Advisors LLC, member FINRA, SIPC.

Latitude Wealth Management LLC is independent of Cetera Advisors LLC. 

Registered to sell securities in the following States: AK, AZ, CA, ID, IL, NV, NY, OR, SD, WA.

Registered to provide investment advisory services in the following States: AK, AZ, CA, ID, IL, NV, NY, OR, SD, WA.

Insurance licensed in the following States: CA, OR, WA.

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