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.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Military families face unique challenges, making personal finance even more critical.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you should be saving for college.
Estimate how much of your Social Security benefit may be considered taxable.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate your monthly and annual income from various IRA types.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
The decision whether to buy or rent a home may have long-term implications.
Taking your Social Security benefits at the right time may help maximize your benefit.
Even low inflation rates can pose a threat to investment returns.
When do you need a will? The answer is easy: Right Now.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Here are five facts about Social Security that might surprise you.