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The Retirement Solution

18300 Redmond Way #250
Redmond, WA 98052 425-558-3700

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Charles Schwab

8862 161st Ave NE #106
Redmond, WA 98052 425-558-3420

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Rating is for previous financial advisor who has now left Schwab. Unfortunately... - Aug 29, 2014

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Ameriprise Financial

7530 164th Ave NE #A-116
Redmond, WA 98052 425-558-3835

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Edward Jones

16150 NE 85th St #101
Redmond, WA 98052 425-883-8203

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Edward Jones

17887 Redmond Way #125
Redmond, WA 98052 425-861-0870

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Suzy Myers has done an incredible job organizing my finances. She has prepared... - Jun 13, 2021

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Edward Jones

7293 W Lake Sammamish Pkwy NE
Redmond, WA 98052 425-883-8698

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Fidelity Investments

7425 166th Ave NE #C-137
Redmond, WA 98052 888-271-6642

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I have been using Craig Tasa for several years as my financial advisor. He... - Jan 29, 2021

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Planning for what happens to your possessions and money after you die requires making many decisions. Here are some basic dos and definite don’ts that will save you hassles and money—and avoid common mistakes.

To help your heirs unravel your finances, maintain a list of your major assets and accounts and where they can find your end-of-life documents. We've gathered a list of what to include.

Unless your situation is very straightforward, have your will prepared by an experienced lawyer, and hire a financial planner or estate attorney to organize your finances.