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
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
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How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
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It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.