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

Our Team

We can help take some of the mystery out of preparing for your financial future.

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Our Process

Guidance that can help you understand and better define your financial goals.

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Socially Responsible Investments

Integrating your values into investment analysis and decision making for return and social good.

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Understanding Today's Financial Environment

Welcome, I am Alex Whitehouse, Founder of Whitehouse Wealth Management in Vancouver, 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 preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

We have years of experience in financial services and 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.

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Helpful Content

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

The Economic Journey of Your Morning Coffee

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Succeeding at Business Succession

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

 

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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Long-Term-Care Protection Strategies

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

Tax Management Strategies

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

Your Cash Flow Statement

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

Protecting Those Who Matter Most

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

How to Retire Early

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

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

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