Our Thoughts


  • December 2017 - Social Security & Medicare Update If you're currently retired...Your Social Security benefits increase by 2%.  This is based on a "like" change in the Consumer Price Index (CPI-W) for the year ending September 30, 2107. Read More

  • October 2017 - Medicare Premiums: High Income Retirees  In August, Fidelity released its annual study of retire health care costs.  It estimates a 65-year old couple retiring today will need $275,000 to to pay basic health care expenses if they live to life expectancy. Read More

  • August/September 2017 – Community and Separate Property: The Basics  Since Washington is a community property state, it's not surprising many of us own community and separate property.  For estate planning and asset protection purposes, it's important to understand what they are and how you might use them to your advantage.  Read More

View all Financial Focus articles


  • Fourth Quarter 2017: Moving toward year-end, the Fed has confirmed that it will continue "normalizing" interest rates. This means raising its key fed funds rate and trimming its massive $4.5 trillion bond portfolio, acquired in emergency response to the 2007-2008 financial crisis. Read More.

  • Third Quarter 2017: Last January, most investors thought fiscal policy would overtake monetary policy as the driving force behind economic expansion. Also, they thought inflation and interest rates would creep up. Read More

  • Second Quarter 2017 - Perception and Reality: Last quarter, we noted how monetary and fiscal policies are the two levers the government pulls to drive economic growth.  Also, we noted how, after many years of using monetary policy as the primary lever, the post-election perception was that the new administration would turn to fiscal policy. Read More

View past market updates



Click on the links below to find out more
about Asset Planning & Management's
Form ADV Part 2, Privacy Policy
and Disclosure Statement.

Form ADV Part 2

Privacy Policy


Company Info

Asset Planning & Management, Inc.

422 West Riverside Ave. Suite 722
Spokane, WA 99201
Phone: 509-838-4175 or 888-864-8827
Fax: 509-838-4206
Email: info@assetplanning.com