We can help take some of the mystery out of preparing for your financial future.Learn More
Guidance that can help you understand and better define your financial goals.Learn More
Socially Responsible Investments
Integrating your values into investment analysis and decision making for return and social good.Learn More
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.
U.S. Personal Savings Rate
What can be learned from the savings rate?
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
The true cost of raising a child may be far more than you expect.
Beware of these traps that could upend your retirement.
These food myths will really put a drain on your wallet.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help determine whether it makes sense to refinance your mortgage.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps estimate your federal estate tax liability.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Making the most of surprises is a great reason to work with us.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
What does your home really cost?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.