LifeWorks Private Wealth

LifeWorks Private Wealth LifeWorks Financial Services, A financial services practice firm. Member FINRA/SIPC. No offers may be made or accepted from any resident of any other state.

Securities and advisory services offered through LPL Financial, a registered investment advisor. www.finra.org, www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Fee-only fiduciary financial advisor serving Spokane and Deer Park Washington. Retirement planning, investment management, and tax-efficient financial planning.

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like ba...
06/04/2026

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like based on what you're doing today.

See how your current savings rate and contributions may grow into retirement income.

College, kids and costs.
06/03/2026

College, kids and costs.

A few strategies that may help you prepare for the cost of higher education.

Sector investing may present an opportunity — if you do your homework.
06/02/2026

Sector investing may present an opportunity — if you do your homework.

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consist...
06/01/2026

This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consistency.

Three important factors when it comes to your financial life.

Take an inside look into Simplified Employee Pension plans.
05/31/2026

Take an inside look into Simplified Employee Pension plans.

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

What do you need to know when the market experiences volatility?
05/30/2026

What do you need to know when the market experiences volatility?

When the market experiences volatility, it may be a good time to review these common terms.

How familiar are you with the Federal Reserve? Here is a quick history.
05/29/2026

How familiar are you with the Federal Reserve? Here is a quick history.

Here is a quick history of the Federal Reserve and an overview of what it does.

Learn about Medicare’s popular program, offering retirees free gym membership and health education.
05/28/2026

Learn about Medicare’s popular program, offering retirees free gym membership and health education.

Medicare’s popular program, offering free gym membership and health education.

Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.
05/27/2026

Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.

Understanding the economy's cycles can help put current business conditions in better perspective.

Address

102 W Crawford Street STE A
Deer Park, WA
99006

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 1pm

Telephone

+15092762340

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