Understanding Today’s Financial Environment
Welcome, I’m Tom McLaurin, a financial professional in Woodinville, Washington. I 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 you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
I have 30 years of experience in financial services. I can help you address your needs of today and for many years to come. I look forward to working with you through all stages of your life, please call (425) 908-0858.
Helpful Content
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Managing Money as a Couple
Keys to preparing to grow wealthy together.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Can I Create a Roth if I’m Over the Income Limit?
Use this article to start conversations about the “backdoor” Roth IRA strategy.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
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Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
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.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
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Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
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?
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.