2022 Year-End Financial Planning Checklist
As we approach the end of 2022, here are a few simple tax saving tips to lighten the burden when you file your taxes next April!
2022 Year-End Financial Planning Checklist
Ryan Colis
2023 Retirement Plan Contribution Limits
2023 Retirement Plan Contribution Limits
Here’s what you need to know about 2023 contribution limits for 401(k)s, IRAs, and more to help make your annual investment game plan!
What’s in the Inflation Reduction Act of 2022?
What’s in the Inflation Reduction Act of 2022?
President Biden signed the Inflation Reduction Act of 2022 into law on...
A Guide to Tax Efficient Investing
A Guide to Tax Efficient Investing
Taxes are a big part of life, most notably in that rush to file your tax...
Buy-Sell Agreements in Business Succession Planning
Buy-Sell Agreements in Business Succession Planning
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.
Hybrid Long Term Care Insurance – An Upgrade on Traditional Benefits
Hybrid Long Term Care Insurance – An Upgrade on Traditional Benefits
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.
Is Long Term Care Insurance Right for You?
Is Long Term Care Insurance Right for You?
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.
When to Expect Your 2020 Tax Forms
When to Expect Your 2020 Tax Forms
As you prepare your taxes, here are answers to frequently asked questions...
Should I Pay Off My Mortgage Early?
Should I Pay Off My Mortgage Early?
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 Take Social Security?
When Should I Take Social Security?
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!
Tax-Loss Harvesting: Using Losses to Increase Return
Tax-Loss Harvesting: Using Losses to Increase Return
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.
How Much Should You Keep In Emergency Reserve?
How Much Should You Keep In Emergency Reserve?
Job loss, unexpected trip to the hospital, a tree falls on the house –...
The ABCs of RSUs, ESPPs, ISOs – Get to Know Your Stock Incentive Programs
The ABCs of RSUs, ESPPs, ISOs – Get to Know Your Stock Incentive Programs
In our tech-heavy Pacific Northwest, many companies grant stock or stock...
5 Medicare Questions Answered!
5 Medicare Questions Answered!
Before you enroll, take note of what the insurance does not cover and the changes ahead.
7 Tips: Medicare Information More People Should Know
7 Tips: Medicare Information More People Should Know
Before you enroll, take note of what the insurance does not cover and the changes ahead.
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.