What Is a CFP® and Why Should You Care?
With titles like financial advisor, financial planner, wealth advisor,...
What Is a CFP® and Why Should You Care?
Financial Planning
6 Questions to Ask a Financial Advisor
6 Questions to Ask a Financial Advisor
Retirement planning, saving for your child’s education, finding the...
The Problem of Money Paralysis
The Problem of Money Paralysis
Not making a move may not always be the best move to make.
Coping with an Inheritance
Coping with an Inheritance
A windfall from a loved one can be both rewarding and complicated.
Qualified Charitable Distributions: Save Taxes & Use Your IRA for Charity!
Qualified Charitable Distributions: Save Taxes & Use Your IRA for Charity!
If you own a traditional IRA or other pre-tax retirement account,...
Why You Want a Retirement Plan in Writing
Why You Want a Retirement Plan in Writing
Many people save and invest vaguely for the future. They know they...
Safely Climbing & Descending the Wealth Mountain
Safely Climbing & Descending the Wealth Mountain
Living in the Pacific Northwest, you’ve almost certainly done a bit of...
What To Do When Your Stocks Go Down
What To Do When Your Stocks Go Down
During volatile times in the market, it’s not uncommon to be concerned about your investment strategies. These are a few points to help avoid common mistakes and stay on track.
3 Ways to Give More and Feel Better About It
3 Ways to Give More and Feel Better About It
In over a decade of helping families and business owners plan for...
Safe Harbor 401(k) or Simple IRA – Which retirement plan is best for my small business?
Safe Harbor 401(k) or Simple IRA – Which retirement plan is best for my small business?
It's one of the most frequent discussions we have with new dental...
Your Diversified Portfolio vs. the S&P 500
Your Diversified Portfolio vs. the S&P 500
How global returns and proper diversification are affecting overall returns.
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.