Imagine your family needs to step in tomorrow. They know you have a will. They know you have retirement accounts. They know you own a home and have insurance. They may even know you worked with an attorney. But can they find the documents? Do they know which financial institutions hold your accounts? Who your beneficiaries are? Who has authority to make financial decisions if you cannot? What bills need to be paid each month? Where should they look for important information?

For years, retirement conversations tend to focus on one number: How much have I saved? That number matters. But once you retire, another question becomes just as important: How will I turn those savings into income? In Washington, this question is becoming increasingly relevant. Nearly 18% of Washington residents were age 65 or older in 2024, up from 12.3% in 2010. As more Washington residents enter retirement, creating a reliable source of retirement income is an important

For many Americans, retirement doesn't look quite the way they imagined it would. The traditional pension that once provided predictable monthly income has become increasingly rare. Today, most retirees rely on a combination of Social Security, personal savings, investment accounts, and whatever other income sources they've built along the way. The challenge? Making that income last. Recent retirement research found that nearly half of retirees say their expenses are higher t