What are Trump Accounts? A Quick Guide for Parents and Grandparents
Trump Accounts, a new type of retirement account for children created it...
What are Trump Accounts? A Quick Guide for Parents and Grandparents
Zach Hamilton
Making the Most of What You Give
Making the Most of What You Give
Many families we talk to are already generous. They give consistently....
What If Market Volatility Could Actually Help Your Retirement Plan?
What If Market Volatility Could Actually Help Your Retirement Plan?
If you’re retired, market volatility does not feel like an opportunity....
ESOPs: Understanding Employee Stock Ownership Plans and Your Business Legacy
ESOPs: Understanding Employee Stock Ownership Plans and Your Business Legacy
As a business owner, planning for the future of your company is as...
Two Key Differences Between Washington State and Federal Estate Tax
Two Key Differences Between Washington State and Federal Estate Tax
Estate taxes are among the most confusing topics, especially for those...
Creating $600,000 From an Old Life Insurance Policy
Creating $600,000 From an Old Life Insurance Policy
It’s clear that financial plans and investments should be reviewed...
Do I Need a Trust?
Do I Need a Trust?
I’ve heard that I should have a trust, but do I need one? When it comes...
Which Assets Do You Pay Estate Tax On?
Which Assets Do You Pay Estate Tax On?
Do you wonder if you’re at risk of owing estate tax? If so, which assets...
The Best Way to Build Wealth
The Best Way to Build Wealth
What’s the best way to build wealth? The answer is…there is no single BEST way to build wealth. We think the right question is: What is the best way to build wealth for you? This question requires a process, a method to find your ideal mix of strategies.
A Smarter Way to Think About Taxes in Retirement
A Smarter Way to Think About Taxes in Retirement
Many retirement plans may not fail outright, but most lose far more to...
How to Put Cash to Work in Any Market
How to Put Cash to Work in Any Market
If you’ve accumulated a large amount of cash and your bank interest rate is .01% but you’re fearful of stock market, what should you do? Your money could be working harder for you, but the market looks scary. So…now what? Here’s how to put cash to work in any market!
Should I Use an Irrevocable Trust to Save on Estate Taxes?
Should I Use an Irrevocable Trust to Save on Estate Taxes?
Have you ever wondered, “Should we have a trust?”, then quickly realized...
Can (and Should) My LLC Own a House?
Can (and Should) My LLC Own a House?
Should you own real estate in an LLC? What about other personal assets?...
Using Donor Advised Funds (DAF) to Reduce Tax and Increase Giving
Using Donor Advised Funds (DAF) to Reduce Tax and Increase Giving
Donor Advised Funds can increase gifts to your favorite charity and reduce taxes all without it costing anything more!
How Does Charitable Giving Help Reduce Taxes?
How Does Charitable Giving Help Reduce Taxes?
If you’ve worked hard and planned well, you’re likely to accumulate more...
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.