Fulcrum Wealth Advisors

𝗪𝗵𝗲𝗻 𝗦𝗵𝗼𝘂𝗹𝗱 𝗕𝗼𝗲𝗶𝗻𝗴 𝗘𝗺𝗽𝗹𝗼𝘆𝗲𝗲𝘀 𝗥𝗲𝘁𝗶𝗿𝗲? Your retirement date determines more than when your paycheck stops. It affects pension timing, deferred comp distributions, tax planning opportunities, and required withdrawal impacts for 20 years. Jim's latest blog illustrates how retiring at 60 vs 62 plays out with a real Boeing manager scenario. Read the article: https://lnkd.in/ejSYnzxC If you’re approaching a retirement window and want to pressure-test your timing options, you can schedule a conversation here: https://lnkd.in/eVRbSWrt #BoeingRetirement #RetirementPlanning #TaxPlanning

Your Business Runs Because of You. That’s the Problem You’ve built something valuable — your business, your assets, your wealth. But if you still need to be in the driver’s seat every day… is that really freedom? Often, the issue isn’t income — it’s structure: ✅ You’re still central to the business. Without a real succession plan, stepping back feels impossible. ✅ Your wealth is under-leveraged. Too much is tied to the business, and your personal assets lack direction. ✅ Your advisory team isn’t aligned. Financial, legal, and tax strategies happen in silos. 💡 Success doesn’t equal independence — unless your wealth is designed to support it. In this blog, “The Wealth Disconnect”, we explore: • Why wealth without structure still creates friction • The shift from operator to architect — and how to make it • Fulcrum’s 3-part strategy to align business success with personal freedom 📘 Read the article → https://lnkd.in/geewhuCi

Join our essential webinar, led by Jim Falcone, Managing Director at Fulcrum Wealth Advisors, and Kirk Larson from the Social Security Administration, focusing on maximizing Social Security benefits for those nearing retirement. #SocialSecurity #RetirementPlanning #FulcrumWealthAdvisors

🧾 Are You Unknowingly Leaving Estate Tax Savings on the Table? Washington’s estate tax rules changed in 2025 — and they now create a major risk for married couples. Unlike federal estate tax law, Washington’s exemption can’t be transferred to your spouse. That means without proactive planning, you could lose half your exemption — and face a much larger tax bill down the road. In this new article, Steven J. Rosenthal, CPA, CFP®, JD explains: ✅ What the 2025 estate tax changes mean for WA residents ✅ Why portability matters — and how Washington’s rules fall short ✅ How a Washington Exemption Trust may help couples preserve more of their estate ✅ Step-by-step overview of how this trust strategy works If your estate is worth more than $3 million, this is a must-read. 📘 Read the article → https://lnkd.in/gJbcCSF6

Selling Your Business? There’s a Hidden Gap That Could Cost You Millions You’ve built something great. But without the right pre-sale strategy, your biggest financial event could fall short. ✅ Liquidity ≠ Security ✅ A great deal ≠ A solid personal plan ✅ Missteps = Tax exposure, identity crisis, missed legacy goals This blog breaks it down: What the “Exit Gap” is — and how it blindsides founders 3 pillars of pre-sale wealth planning: • Deal & tax alignment • Proceeds structuring • Long-term legacy integration 📘 Read the article → https://lnkd.in/gEsECVtG

Inheriting money brings both opportunity and responsibility. If you're unsure how to handle taxes, investments, or planning, you're not alone. This brief guide walks through the key steps—so you can make informed, confident decisions while honoring your loved one’s legacy. https://lnkd.in/dWtfPd8V #InheritancePlanning #EstatePlanning #TaxPlanning #WealthStewardship #FinancialDecisions