Dividend Stocks vs. Growth Stocks: Which Need to Be In Your Portfolio?
Dividend stocks and growth stocks are often pitted against one another as an either-or option when building an investment portfolio. From one perspective, we hear about the importance of building a portfolio of income-producing assets, such as dividend stocks,...
Investing Worries? Avoid Panic Selling and Keep a Long-Term Perspective
Investing is a key strategy when it comes to building wealth over the long term. But as important as it is, a lot of people find it intimidating. Investing isn’t risk-free, which can often create worries for our clients—especially during an economic downturn. If you...
College Next Fall? 3 Things to Do This Summer to Help Your Grad Get Financially Ready
You did it! You made it through sleep training, temper tantrums, awkward middle school years, teenage angst, and finally, high school graduation. You’ve taught, disciplined, and cared for your child for many years. Nice work! As exciting as this time is, your time,...
Mommy and Me Money Topics: 5 Things to Teach Your Elementary-Age Children About Money
When you reach adulthood, you learn a lot about money through trial and error. One way or another, you figure out how to manage a budget, pay the bills, and save for big expenses. Whether you realize it or not, you formed a lot of your habits, behaviors, and beliefs...
Financial Literacy Month: 5 Financial Literacy Tips to Help You Cope with Economic Uncertainty
Uncertainty is inevitable in our constantly changing, fast-paced world. And in recent years, it’s become clear just how uncertain things can be. On a day-to-day basis, we deal with all kinds of societal, technological, and of course, economic uncertainty. With...
5 Things Our Clients Love About the Five Pine Wealth Difference
Imagine this: You’re starting to get serious about saving for retirement. You want to make sure you’re prepared for this major life transition, so you decide it’s time to hire a financial advisor. On the recommendation of your brother-in-law, you begin a...
Get to Know Your Founding Advisors at Five Pine Wealth Management
By the Five Pine Wealth Management Team Since 2017, the team at Five Pine Wealth Management has had the great pleasure of serving a diverse group of clients, and we have loved every minute of it. To celebrate six years in business, we’d like to share our stories with...
Can You Put Your IRA into a Trust?
Can your IRA be put directly into a trust? In short, no. Individual retirement accounts (IRAs) cannot be put directly into a trust. What you can do, however, is name a trust as the beneficiary of your IRA.
Ways to Repair Your Credit Score
Steps to get your credit rating back toward 720. We all know the value of a good credit score. We all try to maintain one. Sometimes, though, life throws us a financial curveball and that score declines. What steps can we take to repair it? Reduce your credit...
Traditional vs. Roth IRAs
Perhaps both traditional and Roth IRAs can play a part in your retirement plans. IRAs can be an important tool in your retirement savings belt, and whichever you choose to open could have a significant impact on how those accounts might grow. IRAs, or Individual...
Reach Us
Five Pine Wealth Management
250 NW Blvd, Suite 111, Coeur d’Alene, ID 83814
877.333.1015
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