For businesses with multiple owners, proper succession planning is key. Selling your stake and sailing off into retirement is the dream, but a complete plan must account for the unexpected death or disability of an owner. Here's what to know about Buy-Sell Agreements.
In recent years, the Long Term Care (LTC) insurance market has evolved, and hybrid plans have emerged that combine life insurance with long term care benefits. In many ways, hybrid plans are an upgrade on traditional benefits. This case study helps compare and contrast these options.
When and how should you consider long term care insurance? Answer these 4 questions and you be on your way to making an informed decision.
As you prepare your taxes, here are answers to frequently asked...
I’m thinking of paying my mortgage off early. Being debt free would feel great, but is this a good strategy? Should I be investing those extra dollars instead?
When should I start Social Security? Should I take it now or wait until I’m 70? We hear this question in almost every retirement planning meeting. The right choice depends on your specific needs, but this guide will help you weigh your options and pick the best one for you!
No one likes a seeing their investments lose value. But opportunities exist in any situation, including market downturns. One such opportunity is called tax-loss harvesting. We discuss what it is, how it can help and when you might consider using it.
Job loss, unexpected trip to the hospital, a tree falls on the house –...
In our tech-heavy Pacific Northwest, many companies grant stock or...
Before you enroll, take note of what the insurance does not cover and the changes ahead.
Before you enroll, take note of what the insurance does not cover and the changes ahead.