Understanding Today's Financial Environment
Welcome, I'm Patricia Marlow, a financial advisor in Lacey, WA. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, preserve your assets, or send your children to college, our personalized service focuses on your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (253) 301-1474.
Helpful Content
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Life Insurance Myths: Debunked
Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
Pullbacks, Corrections, and Bear Markets
When the market experiences volatility, it may be a good time to review these common terms.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Choices for Your 401(k) at a Former Employer
Individuals have four basic choices with the 401(k) account they accrued at a previous employer.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
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Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
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The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?