Jason Lambert, Investment Adviser Representative
Jason Lambert is president, CEO and portfolio manager of Vancouver, Wash.-based Northwest Financial & Tax Solutions (www.nwfts.net (opens in new tab)). He is a firm believer in the importance of independence in financial planning, which allows an adviser to look out for the client's best interests. Jason is the co-host of "The Retirement Trailhead" radio show, which airs every weekend on Portland-area stations, and he hosts the "Peaks and Valleys" podcast. He holds a degree in finance from Auburn University.
Website: www.nwfts.net (opens in new tab)
Latest articles by Jason Lambert, Investment Adviser Representative
Stop 'Dollar-Cost Ravaging' Your Portfolio in Retirement
Making Your Money Last Retirees who live by the 4% rule and who keep pulling out money of their portfolios trusting that they won't run out, could end up regretting it.
4 Ways Claiming Social Security Benefits Early Could Work for You
social security Yes, by taking Social Security before your full retirement age you would be locking in a lower benefit for life, but in some cases it can still be a good option. Don’t let conventional wisdom substitute for studying your own situation and identifying what makes sense for you.
By Jason Lambert, Investment Adviser Representative • Published