Contact Us at
info@laurus-wealth.comWelcome to Laurus Wealth Management
Welcome to Laurus Wealth Management, based in Vancouver, Washington and serving clients throughout the country. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of planning for your financial future. Whether your goal is preparing for retirement, business succession, college savings, or designing an estate/legacy strategy - - our personalized service focuses on your needs, wants, inspiration and financial goals and objectives. Our team of professionals have years of experience in financial services. We look forward to working with you through all the stages of your life, today and for many years to come.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to Email Us or call us at (360) 514-8300. We look forward to hearing from you.
Helpful Content
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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College Savings
See how much you may need to save now to cover future college costs for your child.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.