Jason E. Richert, CHFC, CRPC, AIF

Jason E. Richert, CHFC, CRPC, AIF Our goal is to enable, empower and inspire individuals and families through education to take action toward achieving their financial dreams.

In today’s world, there are many challenges facing families of all types: balancing current expenses, saving for college, caregiving, and ensuring a dignified retirement will be waiting. As a financial advisor, I partner with my clients to ensure that they have a clear idea of their goals and how to effectively save and smartly invest. We work together on a regular basis to update plans and method

s to reach those goals. From holistic, fee-based financial planning to customized investment solutions, each client’s individual situation is analyzed to find the ideal ratio of risk against potential reward. If you have questions, I am happy to chat. Book time with me directly at www.GetTimeWithJason.com. Investment Adviser Representative offering securities through Cetera Wealth Services LLC, member FINRA/SIPC, a broker-dealer (doing insurance business in CA as CFGAN Insurance Agency LLC- CA Insurance license #0644976). Advisory Services offered through Cetera Investment Advisers, LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

06/09/2026

Understand how IRMAA brackets can increase Medicare premiums based on your income. Learn how to think about income thresholds, timing strategies, and planning decisions that may help reduce unexpected costs in retirement.

Read the latest issue of Retire Wise here:
06/09/2026

Read the latest issue of Retire Wise here:

Families often struggle to find meaningful ways to pass down their values. While wealth, heirlooms, or traditions can be transferred with relative ease,…

Markets hit pause after a 9-week rally, with a Friday pullback shifting focus to a busy week ahead. Key themes include t...
06/08/2026

Markets hit pause after a 9-week rally, with a Friday pullback shifting focus to a busy week ahead. Key themes include the SpaceX IPO, fresh inflation data, and Middle East developments. Chief Market Strategist Brian Klimke discusses the Fed’s next move and what is driving the markets and what’s just amplifying the noise in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

06/07/2026

Learn how provisional income can affect how much of your Social Security benefit becomes taxable. Here’s how to think about other income sources, tax thresholds, and planning strategies that may help reduce surprises in retirement.

06/05/2026

Understand how IRA withdrawals and Roth conversions can affect the taxation of Social Security benefits. Learn key considerations for coordinating income sources to support a more tax-aware retirement strategy.

No team wins with just one superstar, and no portfolio should bet on just one market. With the World Cup as a backdrop, ...
06/05/2026

No team wins with just one superstar, and no portfolio should bet on just one market. With the World Cup as a backdrop, the Cetera Investment Team explains why portfolios with global exposure are better equipped to adapt, adjust, and stay competitive no matter how the game changes.

The 2026 FIFA World Cup features a record 48 teams from six continents, with matches held across the United States, Canada, and Mexico. Billions of viewers…

06/03/2026

Learn how tax brackets can influence retirement withdrawal decisions. Understanding how income levels interact with taxes may help retirees identify opportunities to manage withdrawals and plan income more strategically.

This Monthly Recap summarizes market performance, major events and news from May 2026. Read more here:
06/02/2026

This Monthly Recap summarizes market performance, major events and news from May 2026. Read more here:

U.S. stocks extended gains in May, with the S&P 500 ending the month with seven straight daily gains and its ninth consecutive weekly gain, its longest winning…

06/01/2026

Understand how the 2026 tax bracket adjustments may affect savings and retirement planning decisions. Learn how changes in income thresholds can influence tax strategies, withdrawals, and long-term financial planning.

Markets are riding a nine-week rally, but a data-heavy week will test that momentum. With PMIs, job openings, and the Ma...
06/01/2026

Markets are riding a nine-week rally, but a data-heavy week will test that momentum. With PMIs, job openings, and the May jobs report in focus, we are watching labor strength and inflation signals closely. The question: can the rally continue, or does volatility return? See what Chief Market Strategist Brian Klimke thinks in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

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901 Powell Avenue SW, Suite 100
Renton, WA
98057

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