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Money

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

Keeping Up with the Joneses
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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?

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Once Upon a Goal

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Making a Charitable Gift

Making a Charitable Gift

Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.

How Cash Apps Work

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

  • Articles
  • Videos

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Glossary of Scam Terms

A helpful glossary of current scams.

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

Strategies for Managing Student Loan Debt

Five strategies for managing your student debt.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

View all articles

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

Saving for College 101

Here's a crash course on saving for college.

View all videos

  • Articles

    The Big Pause

    This handy interactive explains which essential government services are affected by a shutdown.

    Monthly Memberships

    A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

    Building a Solid Financial Foundation

    Sustain financial well-being or create wealth through these actions.

    What To Do When Your Income Reaches 7 Figures

    Preserve your high net worth with these foundational tips.

    Understanding Money Market Funds

    Check out this brief article which explores the role Money Market Funds may play in your portfolio.

    The Economic Journey of Your Morning Coffee

    Few contemplate the complex journey that brought their coffee from farm to kitchen table.

    View all articles

  • Videos

    The Cost of Procrastination

    Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

    The Latte Lie and Other Myths

    Check out this video to begin separating fact from fiction.

    Once Upon a Goal

    Do you know how to set up your financial goals for success? This knight does.

    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?

    Saving for College 101

    Here's a crash course on saving for college.

    How Cash Apps Work

    Peer-to-peer payment apps are one of the newest ways to send money.

    View all videos

Contact

Office: 253-528-5285

Fax: 253-528-5284

33930 Weyerhaeuser Way S

Suite 200

Federal Way, WA 98001

contact@pacificlegacywp.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.

Pacific Legacy Wealth Partners is not registered as a broker-dealer or investment advisor.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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Financial & retirement planning that follows strict ethical, moral and fiduciary standards.

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Pacific Legacy Wealth Partners

As a close-knit, multi-generational team with strong values and a broad range of skills, we welcome clients from all walks of life.

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Contact Us

Location33930 Weyerhaeuser Way S
Suite 200
Federal Way, WA 98001

Phone Numbers253-528-5285 OFFICE
253-528-5284 FAX

Emailcontact@pacificlegacywp.com

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