Protecting Your Out-of-State Vacation Home (or Other Real Estate)
If you live here in our home state of Washington, a winter getaway to...
Protecting Your Out-of-State Vacation Home (or Other Real Estate)
Josh Whelan
Turn Long-Term Care Expenses into Tax-Free Income
Turn Long-Term Care Expenses into Tax-Free Income
No one looks forward to exorbitant long-term care expense, but it can create an opportunity to save thousands in taxes – a strategy that most walk right past.
Market Declines: What We Can Learn from History
Market Declines: What We Can Learn from History
Despite the gloom brought by each downturn, history shows us that declines are part of the market cycle and they have always bounced back. Does this mean you’re stuck just riding it out without a plan? You certainly don’t have to be! Here are three ways to plan for market declines.
How Much Do You Need to Retire?
How Much Do You Need to Retire?
Are you starting to think about making the transition to retirement?...
How Much Will Healthcare Cost in Retirement?
How Much Will Healthcare Cost in Retirement?
You’ve dreamed big, planned carefully, invested well, and you’re ready...
The Best Day of the Year to Invest
The Best Day of the Year to Invest
If you have a lump sum of money sitting in the bank, you might find...
Are Inflation & Interest Rates Peaking?
Are Inflation & Interest Rates Peaking?
In June, the Consumer Price Index report showed that inflation rose...
Is the U.S. Headed for Recession?
Is the U.S. Headed for Recession?
The first two quarters of 2022 marked the worst start for the stock...
Correction, Bear Market, and Recession…What They Mean for You
Correction, Bear Market, and Recession…What They Mean for You
When the market is up, terms like bull market and economic expansion pass by without concern. But when the market turns down, terms like correction, bear market and recession add confusion to uncertainty and increase anxiety. But, what do these terms actually mean?
A $400,000 Tax Deduction? Meet the Cash Balance Plan!
A $400,000 Tax Deduction? Meet the Cash Balance Plan!
A cash balance retirement plan offers many small businesses substantial tax deductions...is it right for you?
6 Tips for Better Financial Conversations with Aging Parents
6 Tips for Better Financial Conversations with Aging Parents
If you worry about aging parents, you’re not alone. Worldwide, the...
How Much of Your Social Security Income is Taxable?
How Much of Your Social Security Income is Taxable?
Is my social security taxable? How much will I pay? Is there anything I can do? These are very common questions when thinking about your retirement income plan. Here's what you need to know.
Stock Market Corrections are Buying Opportunities
Stock Market Corrections are Buying Opportunities
When it comes to investing, you always want to plan ahead for how to handle market declines. Here are three reasons to stay the course when volatility strikes.
Is Cryptocurrency a Good Investment?
Is Cryptocurrency a Good Investment?
Is Bitcoin a good investment? What about other cryptocurrencies like Ethereum and Dogecoin? It depends...are you investing or speculating?
The Ukraine Russia Conflict & the Global Economy
The Ukraine Russia Conflict & the Global Economy
The Russian invasion of Ukraine is concerning in many ways. As with every event like this, the Russia-Ukraine conflict brings uncertainty. However, we’ve seen similar situations and conflicts in the past, so history has some valuable insights that may provide some reassurance.
Is your retirement as ready as you are?
You’ve saved for years—but turning that into steady income takes more than guesswork. A clear plan helps you avoid mistakes and enjoy retirement with confidence.