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ROBIN LYNN KAGAN


Wealth Advisor

CLTC, CPFA

2219 Rimland Dr, Ste. 301
Belllingham, WA 98226

Phone:

(360) 639-4058

E-mail:

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Contact Me

Please feel free to contact me with any questions.

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Calculators

You can review interesting calculators on my site.

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Videos

We have interesting videos for you to watch on my site.

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HELLO THERE!! LET'S TALK ABOUT... YOU!!

Would you like to feel more at ease with your savings?
I offer an intial 20-30 minute free consultation,
in person, on zoom or by phone.

Let's talk about your money story and come up with a plan!

Then, imagine feeling at ease with your savings!

I've enjoyed the last 24 years empowering clients to
prepare for the unique challenges in life!

I explore ideas & innovative solutions, utilizing strategies from the well-regarded minds in the business of investing, that may benefit Your situation!

You decide what's most important, and what fits your comfort level!

It's a journey we are on together. So, let's get started!

Robin Lynn Kagan - Wealth Advisor

HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act

Analyzes the Fed's trade-offs between employment and inflation concerns.

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Playing Fair: New Consumer Protections for Airline Passengers

Explains new federal law and DOT rules for air-travel consumer rights.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Have You Set a Retirement Savings Goal?

Guides readers through estimating a realistic retirement savings target.

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Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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