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.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Medicare’s popular program, offering free gym membership and health education.
Five strategies for managing your student debt.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Life insurance proceeds are generally tax-free. But not in all cases.
Estimate your monthly and annual income from various IRA types.
Estimate the total cost in today's dollars of various mortgage alternatives.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess whether you are running “in the black” or “in the red” each month.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Do you have causes that you want to support with donations?
Even low inflation rates can pose a threat to investment returns.
What does your home really cost?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.