Jason and Bob discuss questions and answers about retirement planning. 

Jason and Bob discuss building a retirement floor and establishing a strong foundation for retirement. 

Jason and Jim Black, CFP, MBA with Absolute Solutions Inc. discuss retirement planning.

Absolute Return Solutions Inc. is a guide through the confusing and economically difficult years that lie ahead in retirement. Our focus is in creating and implementing a retirement plan to help provide income for life that will work to endure the changing market. Wherever possible, we reduce taxes and help ensure that assets pass to the next generation in a tax efficient and smooth manner.

Jim is a Partner at Absolute Return Solutions Inc. with 28 years of experience in the planning, investment and insurance industry and holds a BS in International Finance from Brigham Young University as well as an MBA from Willamette University.

Jim Black is a CERTIFIED FINANCIAL PLANNER™ professional.

The CFP™ mark distinguishes Jim among his peers in the financial service industry as it shows that he has voluntarily met rigorous requirements of education, examination and experiences and abides by the CFP Board's Standards of Professional Conduct, which includes agreeing to a fiduciary standard of care that places his clients' interests first.

Jim Black has appeared on the television program "About the Money" on Seattle PBS station KCTS. Jim is the author of the book Happily Ever After. He is currently working on two others, Financial Fables and Glory Days.

To schedule a time to discuss your financial future contact us at [email protected] or call us at (425) 558-3700 today!

To learn more also visit www.absolutereturnsolutions.com

Jason and Emilia discuss taxes in retirement. 

Jason interviews Steve Alley about investing in dividend paying stocks. 

Steve Alley is the President of Alley Company and has investment experience dating back to 1983. He founded the firm in 1998 after a 12-year career with Morgan Stanley, including five years as Managing Director of Private Client Services and the Institutional Equity Department in Chicago. He earned a bachelor’s degree in business administration and an MBA in finance from the University of Wisconsin, where he was a student in the Applied Securities Analysis Program. Steve also played hockey at Wisconsin, on the U.S. Olympic hockey team in 1976, and in the National Hockey League.

To learn more please visit www.alleycompanyllc.com

Jason interviews Shane McGraw about the pros and cons of VA mortgages. 

The Shane McGraw TEAM is the largest lending team voted Best Loan Officer of Central Kitsap 4 years in a row! The team is led by a military mortgage specialist, veteran, and strong advocate for our local military. 

Shane has a strong presence in the community, having helped hundreds with their home loans in Washington State. He specializes in VA loans for the active duty service man and woman and veterans alike, but has a tool bag via Fairway Independent Mortgage Co. enabling him to do FHA, USDA, Conventional, Jumbo, and DPA loans. 

Shane is a husband of 12  years and father to three; Mason (11), Mady (8) and Merrick (4), Shane is a true family man. Always striving to deepen his and his family's relationship with Jesus, you'll find him at Newlife Church, helping on Sundays or helping with Newlife Youth.

Shane McGraw has also made the Top 1% of Mortgage Originators by Mortgage Executive Magazine for 2015!

To learn more please visit www.shanemcgrawteam.com

Jason interviews Dan Jamison about the Federal Employee Retirement System (FERS) Guide and planning for retirement. 

Dan is regarded as a subject-matter expert in retirement benefits for federal law enforcement officers and firefighters and those covered under the Special Provisions of FERS.  He has authored the FERSGUIDE for well over a decade.  The FERSGUIDE enjoys a wide circulation to thousands of federal agents in more than 30 federal agencies and military commands.  Each year, the FERSGUIDE is updated and expanded to cover more topics of interest to federal agents.  The FERSGUIDE became a fee-based service with the 2015 edition.

Dan’s CPA practice is limited to assisting federal employees/annuitants with all aspects of divorce, including valuations, court orders, settlement agreements and strategy.  Dan only accepts federal employees/annuitants as clients, unless hired by a mediator.  Dan does not offer financial-planning services nor does he offer tax-preparation services.

Since retiring in December 2013, Dan has provided retirement seminars to the Federal Bureau of Investigation, National Park Service, FEMA Firefighters, Department of Commerce, Nuclear Regulatory Commission, Department of Transportation, Federal Reserve Board of Governors, HSI Agents Association, HHS-OIG and several FLEOA Chapters.

Dan performs a limited number of in-person retirement seminars in the DC/MD/VA area.  If you would like to have Dan conduct an on-site retirement seminar in the DC/MD/VA area, please contact Dan at 804-364-7175 [email protected].  If your agency has VTC capabilities, we can conduct the training in  the DC/MD/VA area and link to other VTC-capable field offices.

If you are looking for a seminar outside of the DC/MD/VA area, please contactJohn Grobe at Federal Career Experts (FCE). You can reach John atwww.federalcareerexperts.com. Having conducted many of my prior seminars through FCE, I can assure you that FCE will provide a retirement seminar that exceeds your needs.  FCE boasts a cadre of experienced presenters, all of which are experts in federal law-enforcement retirement rules.  FCE is the only firm “licensed” to present my FERSGUIDE PowerPoint presentation and use my FERSGUIDE as the basis for the course instruction.

Dan earned a Master’s Degree in Accounting from The University of Florida and holds active CPA licenses in Virginia and Florida.  Dan was assigned to the FBI’s San Diego Division from 1992-2010 and retired from the FBI’s Richmond Division in December 2013 after 21 years as a Special Agent Accountant.  Dan continues to reside in the Richmond, Virginia, area with his wife and two sons.

To learn more please visit fersguide.com

Jason and Emilia discuss February's in depth focus with Tane Cabe on maximizing retirement income and HECM mortgages. 

Jason and Tane discuss ways to maximize your cash flow in retirement. 

Hi my name is Tane Cabe. I specialize in helping leading edge baby boomers and seniors’ right size their home by creating a tailored plan to maximize cash flow and liquidity.

If you want to purchase a home and have no monthly payment without paying all cash – I can help you. If you want to reduce your monthly payment or eliminate it all together – I can help you. If you want more liquid cash to enhance your retirement lifestyle – I can help you. If you want to purchase a second home and become a “snow bird” – I can help you. Whatever your goals and retirement lifestyle dream is related to real estate – I can help you.  

I have been in the mortgage and finance business since 1993. Along the way I have developed and sold multiple companies. I have taught, coached, instructed, and served as a speaker for various financial and mortgage industry panels.  

For the last eight years I’ve invested countless hours into studying the challenges of leading edge baby boomers and seniors, looking specifically at how they plan for retirement. I’ve worked with many retirees through my own practice. I have written a book titled Double Your Retirement Dollars, Little Known Strategies to Quickly Increase Income, Assets and Cash for Today’s Retiree.   

I manage a branch for Churchill Mortgage in Gig Harbor Washington. I not only serve the community I live in but eight other states. I reside in Gig Harbor with my wife Angie. We have two daughters, Lauren 21 and Morgan 23.  

If you would like a free copy of my book simply call my office or email me directly: [email protected]

253-853-5805 or toll free 800-490-4287

8805 North Harborview Drive., Suite 204  | GIG HARBOR, WA 98332 NMLS 78590 WA MLO-78950

Jason interviews Tane Cabe about the HECM Purchase Program. 

Hi my name is Tane Cabe. I specialize in helping leading edge baby boomers and seniors’ right size their home by creating a tailored plan to maximize cash flow and liquidity.

If you want to purchase a home and have no monthly payment without paying all cash – I can help you. If you want to reduce your monthly payment or eliminate it all together – I can help you.  f you want more liquid cash to enhance your retirement lifestyle – I can help you. If you want to purchase a second home and become a “snow bird” – I can help you. Whatever your goals and retirement lifestyle dream is related to real estate – I can help you.  

I have been in the mortgage and finance business since 1993. Along the way I have developed and sold multiple companies. I have taught, coached, instructed, and served as a speaker for various financial and mortgage industry panels.  

For the last eight years I’ve invested countless hours into studying the challenges of leading edge baby boomers and seniors, looking specifically at how they plan for retirement. I’ve worked with many retirees through my own practice. I have written a book titled Double Your Retirement Dollars, Little Known Strategies to Quickly Increase Income, Assets and Cash for Today’s Retiree.   

I manage a branch for Churchill Mortgage in Gig Harbor Washington.  I not only serve the community I live in but eight other states.  I reside in Gig Harbor with my wife Angie. We have two daughters, Lauren 21 and Morgan 23.  

If you would like a free copy of my book simply call my office or email me directly: [email protected]

253-853-5805 or toll free 800-490-4287

8805 North Harborview Drive., Suite 204  | GIG HARBOR, WA 98332 NMLS 78590 WA MLO-78950