253-528-5285
contact@pacificlegacywp.com
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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.

Surprise! You’ve Got Money!
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Surprise! You’ve Got Money!

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

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The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Saving for College 101

Saving for College 101

Here's a crash course on saving for college.

  • Articles
  • Videos

The Big Pause

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

Data Thieves from Outer Space

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

Year-End Charitable Gifting and You

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

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

View all articles

Surprise! You’ve Got Money!

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

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?

Once Upon a Goal

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

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.

Saving for College 101

Here's a crash course on saving for college.

View all videos

  • Articles

    Year-End Charitable Gifting and You

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

    Personal Finance Calendar

    Use this handy calendar to remember the year’s most important financial dates.

    Should I Accept a Free Credit Lock?

    Learn the ins and outs of credit locks, freezes, and more.

    Exploring the Federal Student Grant Program

    In this article, explore the benefits of the Federal Student Grant Program.

    A Penny Saved is Two Pennies Earned

    Here are some simple and inexpensive energy-saving tips that may help you save money.

    Pay Yourself First

    It sounds simple, but paying yourself first can really pay off.

    View all articles

  • Videos

    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?

    Surprise! You’ve Got Money!

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

    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.

    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.

    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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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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