Powers Financial and Insurance Group

Powers Financial and Insurance Group Securities and investment advisory services offered through Innovation Partners, LLC.

With over 25 years of experience in the financial services and insurance industry, Shannon brings a wealth of knowledge and expertise to managing wealth and guiding clients through the sometimes complicated decision of choosing a Medicare Health Insurance plan. She will work with you to make financial decisions in all aspects of your life and will help you determine when, where, and how to apply f

or Medicare Parts A and B. She has a strong passion for helping others and will work with you to create plans that are tailored specifically to you.

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might inc...
12/16/2023

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might incorporate your IP into your estate strategy in this detailed article.

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

Your home mortgage interest may be deductible. Do you itemize your deductions?
12/14/2023

Your home mortgage interest may be deductible. Do you itemize your deductions?

Use this calculator to assess the potential benefits of a home mortgage deduction.

Have you considered everything when it comes to your retirement? Perhaps not. Check out our fascinating new infographic ...
12/11/2023

Have you considered everything when it comes to your retirement? Perhaps not. Check out our fascinating new infographic on retirement issues.

This attention-grabbing infographic covers retirement topics you may not have considered.

For a small business, the loss of a key person could cause financial hardship.
12/08/2023

For a small business, the loss of a key person could cause financial hardship.

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

The fears that dragged on the stock market since August evaporated in November as fresh inflation data reaffirmed contin...
12/08/2023

The fears that dragged on the stock market since August evaporated in November as fresh inflation data reaffirmed continuing progress in the fight against rising prices.

The Dow Jones Industrial Average gained 8.77 percent, while the Standard & Poor’s 500 Index advanced 8.92 percent. The Nasdaq Composite, which has led all year, picked up 10.70 percent.1

A disability could keep you from work and increase costs. How can you protect yourself?
12/06/2023

A disability could keep you from work and increase costs. How can you protect yourself?

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.
11/29/2023

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Even the most seasoned investors are prone to biases affecting their financial choices. Learn more in this message.
11/27/2023

Even the most seasoned investors are prone to biases affecting their financial choices. Learn more in this message.

Even the most seasoned investors have biases affecting their financial choices.

Bi-weekly mortgage payment can potentially accelerate your mortgage payoff. Sound interesting?
11/24/2023

Bi-weekly mortgage payment can potentially accelerate your mortgage payoff. Sound interesting?

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

The market is as unpredictable as the weather. We’re here to help you prepare.
11/22/2023

The market is as unpredictable as the weather. We’re here to help you prepare.

The market is as unpredictable as the weather. We'd love to help you prepare.

The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill.
11/17/2023

The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill.

Estimate how much of your Social Security benefit may be considered taxable.

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Ridgefield, WA
98642

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