Navigating Today's Financial Environment
Welcome! We Are Hoyt, Lewis & Associates, a wealth management and financial planning practice in Spokane, WA. We understand that individuals encounter unique challenges and opportunities when facing life’s financial situations. Whether your goal is protecting what you have, investing for college, preparing for retirement or optimizing wealth transfer, our services are personalized to address your individual needs.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Understanding the economy's cycles can help put current business conditions in better perspective.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Tips on insuring your teen driver.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps estimate your federal estate tax liability.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to assess the potential benefits of a home mortgage deduction.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
What are your options for investing in emerging markets?
Have you explored all your options when it comes to managing your taxable income?
Explaining the SECURE Act and how the changes affect your retirement strategy.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Agent Jane Bond is on the case, cracking the code on bonds.
What does your home really cost?