Christine Neilson, Financial Planner, Apogee Planning & Insurance Solutions

Financial planning for now and the future, your holistic financial partner. Preparing for that next step in life isn’t always easy.

The value you will receive from working with Apogee Planning & Insurance Solutions is the full support and confidence of having an unbiased partner in the journey towards your life goals. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include prepar

How Perfection Will Derail Your Retirement 09/20/2024

How Perfection Will Derail Your Retirement In a quest for investment perfection, you may fall into at least one of the several traps listed in this Forbes article. Beware these missteps and don't let them inhibit your ability to meet your financial objectives.

The big question is what comes next after the Federal Reserve’s rate cut 09/19/2024

The big question is what comes next after the Federal Reserve’s rate cut Bond investors could easily be caught off guard if liquidity conditions fail to loosen significantly.

What is a Family Office and Why Should It Matter to Entrepreneurs? 09/18/2024

What is a Family Office and Why Should It Matter to Entrepreneurs? Here's how Family Offices can provide patient capital, strategic partnerships and long-term growth opportunities for mission-driven entrepreneurs.

Investors, stop worrying about who wins the U.S. election 09/17/2024

Investors, stop worrying about who wins the U.S. election Here is a three-step plan to position your portfolio for the U.S. election, a potential recession, the rise of AI, black swan events, climate change and more.

These Are the Best Cities for Starting a Business — and Surrounding Yourself With Millionaires 09/16/2024

These Are the Best Cities for Starting a Business — and Surrounding Yourself With Millionaires Here are 10 U.S. cities that stand out for entrepreneurship, according to a new report.

8 Most Successful Products From "Shark Tank" 09/15/2024

8 Most Successful Products From "Shark Tank" Not every entrepreneurial idea that is pitched walks away with an investor. Not every product that wins an investor goes on to make it big. But some do, becoming national or global brands that do millions—even billion—of dollars in sales.

The State of America’s Wallet 09/14/2024

The State of America’s Wallet How the cards, cash, debts and assets that we carry stack up.

3 Key Economic Issues Addressed in the Debate Between Kamala Harris and Donald Trump 09/13/2024

3 Key Economic Issues Addressed in the Debate Between Kamala Harris and Donald Trump Here's how the presidential candidates line up over three key economic topics.

Japanese Knotweed Is Coming to Wreck Your Backyard—and Much, Much Worse 09/12/2024

Japanese Knotweed Is Coming to Wreck Your Backyard—and Much, Much Worse The invasive plant can grow up to 3 feet a week, wreaking havoc on your property or damaging the foundation of your home.

As stock prices fall, investors prepare for an autumn chill 09/11/2024

As stock prices fall, investors prepare for an autumn chill Markets are in a very different place from earlier in the year

We are all capitalists now 09/10/2024

We are all capitalists now To see a modern capitalist, perhaps you should look in a mirror in the home you own. Or take a selfie.

The American Dream Now Costs $4.4 Million 09/09/2024

The American Dream Now Costs $4.4 Million The American Dream now costs $4.4 million—that’s the estimated lifetime household cost of common milestones, including getting married, raising two children, buying a home, having new cars, saving for retirement, going on yearly vacations, and more.

Has Warren Buffett lost his touch? 09/08/2024

Has Warren Buffett lost his touch? Assessing Berkshire Hathaway’s recent performance

Why is it so hard to ask for help? 09/07/2024

Why is it so hard to ask for help? Seeking aid is not a sign of weakness: it provides the building blocks for our faith in humanity.

Americans Are Really, Really Bullish on Stocks 09/06/2024

Americans Are Really, Really Bullish on Stocks The surging stock market has minted millionaires and helped send many Americans’ net worth sharply higher. Many are betting that the rally has more room to run.

Why You Shouldn’t Try To Time The Market, Even During An Election Year 09/04/2024

Why You Shouldn’t Try To Time The Market, Even During An Election Year Successfully leaving and reentering the market at the right times is nearly impossible, and usually ends up with investors leaving significant money on the table.

The cost of cracking cancer: what the $1tn race for a cure leaves behind 09/03/2024

The cost of cracking cancer: what the $1tn race for a cure leaves behind Tackling the hardest-to-treat tumours will be essential to public health efforts to turn cancer into a more manageable disease — a challenge given added urgency by an uptick in the disease among younger people in developed countries.

Beyond The Trail: What A Long Hike Reveals About Stretch Goals 09/01/2024

Beyond The Trail: What A Long Hike Reveals About Stretch Goals Most business OKRs and personal goals don’t come come with turn-by-turn directions. Instead, you have a desired outcome and a working hypothesis of how to get where you are going. Here's how to develop a roadmap for any goal.

Here to Help: Four Things You Do That Keep Dentists in Business 08/31/2024

Here to Help: Four Things You Do That Keep Dentists in Business There are probably a few things you’re doing — some that you might even think are harmless — that can land you in a dentist’s chair. I asked experts to share some of the habits that can cause a surprising amount of damage to your teeth. Here’s what they had to say.

08/30/2024

advisorstream.com

35 Trillion Reasons Harris and Trump Should Talk About the U.S. National Debt 08/29/2024

35 Trillion Reasons Harris and Trump Should Talk About the U.S. National Debt I'm feeling nostalgic for the fiscal mudslinging of 30 years ago. There was an earnestness to the half-truths, and compared with now, the numbers were downright adorable.

Study arts and humanities because you love them (and so do employers, by the way) 08/28/2024

Study arts and humanities because you love them (and so do employers, by the way) Whatever their high-school results, students should be told the whole story: understanding languages and cultures is an enormous advantage in the workplace.

Fewer Teens Want to Drive. It’s Changing How They Spend. 08/27/2024

Fewer Teens Want to Drive. It’s Changing How They Spend. What's keeping young drivers off the road? High prices combined with other more viable options like public transportation or rides from Mom and Dad. And how is that working out for families?

The U.S. Economy Is Doing Fine. Stop Sweating the Blips. 08/26/2024

The U.S. Economy Is Doing Fine. Stop Sweating the Blips. It’s time to stop the guessing game and put things in context: The economy is cooling—but that is different from crashing.

Gen Z and Millennials No Longer Want to Relax on Vacation — Here's What They're Looking for Instead 08/23/2024

Gen Z and Millennials No Longer Want to Relax on Vacation — Here's What They're Looking for Instead A new survey found sharp contrasts between what Gen Z, millennials, Gen X and Baby Boomers want to do when traveling.

5 Money Insights I Wish I Knew About Navigating the Financial Landscape as a Black Woman 08/22/2024

5 Money Insights I Wish I Knew About Navigating the Financial Landscape as a Black Woman What if you could shortcut your financial growth as a Black woman entrepreneur? Discover five key insights from a finance professional that will transform your journey.

Aging Can Be “Dangerous” For Women — And For Their Female Caregivers 08/21/2024

Aging Can Be “Dangerous” For Women — And For Their Female Caregivers Aging women can face sexism and ageism in healthcare. Their (often female) caregivers and care-managers also must shoulder these burdens - and the resulting costs too.

The Screen Time You Shouldn’t Feel Bad About 08/20/2024

The Screen Time You Shouldn’t Feel Bad About Understanding what you actually do on your phone can help you make smarter adjustments.

I've Been Leading a Team for 10+ Years — Here's What Makes Star Employees Stand Out 08/19/2024

I've Been Leading a Team for 10+ Years — Here's What Makes Star Employees Stand Out Standing out is more straightforward and achievable than you might think. Whether you're angling for a promotion, looking for mentorship or just want to be more recognized, focus on these elements.

Why Falling Mortgage Rates Aren’t a Quick Fix for Frustrated Homebuyers 08/18/2024

Why Falling Mortgage Rates Aren’t a Quick Fix for Frustrated Homebuyers Record home prices and renewed fears of a recession complicate hopes for a recovery in the housing market.

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Could business ownership be your path to financial freedom? Talk to me about turning your dreams into plans.
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Group Long Term Disability: Is it all you need? GLTD coverage might seem like an adequate safety net, but did you know i...
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Do you have the right strategies in your financial toolbox? Let’s talk about how life insurance can help you achieve you...
Life insurance is more than just an expense. It’s an investment in your family’s future. Talk to me about coverage.
Do you have loved ones who depend on your income? Talk to me about creating a plan to protect your household.
Did you know only 15 percent of small business owners have a succession plan? Talk to me today about your business’ futu...
20 million Black Americans believe they need, or need more, life insurance. Let’s talk about how the right coverage can ...
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Seattle, WA
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