Category

Blog

content-image

Traditional Wealth Management vs. Our Total Wealth Solution

In sum: the Total Wealth Solution is about helping clients increase their total wealth, not just their...

December 31, 2019

content-image

Fortis’ Favorite Books of 2019

Check out a review of some of the best books that we read during 2019!

December 30, 2019

content-image

Understanding Tech Firm Compensation Packages: A Look Into What’s Ahead

As Seattle locals, we’ve met with many of you who have expressed confusion at the tech company compensation...

December 3, 2019

content-image

How Microsoft Employees Can Maximize Their Benefits

Microsoft has one of the best overall benefits and retirement packages in the industry. Are you making the...

October 22, 2019

content-image

Ladder Life Insurance Strategy to Reduce Premiums

Laddering is a strategy for Term Life Insurance coverage which involves structuring your policies in a way...

content-image

Getting Money out of Your 401(k) without Paying Taxes and Penalties

When leaving a company to start a new job, figuring out what to do with your 401(k) account from your prior...

Focus on the Process Instead of the Outcome

When it comes to building a business and building your wealth, how do you - over time - stack the odds in...

content-image

Taking Advantage of 529 Plans for College Expenses

While there are various types of accounts that offer tax-advantaged ways to save towards a college education,...

content-image

Overcoming the Fear of Your Third Act in Life

Transitioning into retirement can be scary, but it doesn’t have to be! Our process here at Fortis involves...

Prev
1
…
3
4
5
6
7
…
21
Next

content-image

3600 136th Pl SE, Suite 270
Bellevue, WA 98006

info@fortiscapitalmgmt.com