Our Thoughts


  • January/February 2018 - The Truth about Retirement  It takes serious money to maintain a secure, comfortable lifestyle in retirement. Yet, most under-estimate how much they'll need to save.  Read More

  • 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

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  • First Quarter 2018: 2017 was a banner year. By year-end, real gross domestic product (GDP) was growing at a 3% pace...the fastest pace since 2005. Read More

  • 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

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Asset Planning & Management, Inc.

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