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    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Blog

Social Security Facts for 2022
Rick Coen | Mar 17, 2022

Social Security Facts for 2022

Retirement
Approximately 70 million retired Americans collect Social Security benefits. Of those retirees, 8 million also collect Supplemental Security Income (SSI). But
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Rick Coen | Jan 8, 2022

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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Rick Coen | Dec 29, 2021

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
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Rick Coen | Nov 25, 2021

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
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Rick Coen | Aug 24, 2021

Best Tax Friendly Places to Live for Retirees

Retirement
Lifestyle

If you’re approaching retirement age, you may be considering a move to a more retirement-friendly state, particularly if your current state of residence imposes

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Rick Coen | Apr 15, 2021

All Donations Are Not Created Equal

Finance

Giving money to philanthropic causes is important to many of us. Year end giving in particular is popular with both donors and charitable organizations. The

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Rick Coen | Jan 10, 2021

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Retirement
Tax Planning
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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Rick Coen | Dec 17, 2020

Avoiding Retirement Woes

Savings
Retirement

How to Avoid Retirement Woes

According to the American Institute of CPAs (AICPA), the top concern of retirees is running out of money. While it’s a known

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Rick Coen | Jun 25, 2020

Living the Dream: How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t working 40 hours every week?
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Rick Coen | Jun 5, 2020

How can a Financial Advisor Assist me with Lowering Tax Liability?

Tax Planning

With income comes taxes, and investment incomes are no different. As your portfolio grows into retirement, it’s important to consider your pre-tax and post-tax

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Rick Coen | May 29, 2020

Understanding Exchange-Traded Funds

Finance

Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing. If you’d

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Rick Coen | May 22, 2020

Selling Your Home After Retirement: The Benefits of Downsizing

Retirement
Savings
Real Estate
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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Vancouver, WA 98662

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E | rick@coeninvestments.com

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Coen Investments, LLC is a registered investment adviser in the state of Washington. The Adviser may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.

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