How Much Should You Keep In Emergency Reserve?
Job loss, unexpected trip to the hospital, a tree falls on the house –...
How Much Should You Keep In Emergency Reserve?
Insights
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...
Smart Legacy Planning for Your Business
Smart Legacy Planning for Your Business
Every family wants to create a sound legacy for their children for the...
The SECURE Act – 6 Changes You Should Know About
The SECURE Act – 6 Changes You Should Know About
A summary of changes to long-standing retirement account rules.
What Is a CFP® and Why Should You Care?
What Is a CFP® and Why Should You Care?
With titles like financial advisor, financial planner, wealth advisor,...
6 Questions to Ask a Financial Advisor
6 Questions to Ask a Financial Advisor
Retirement planning, saving for your child’s education, finding the...
How Presidential Elections Affect the Stock Market
How Presidential Elections Affect the Stock Market
Headlines, social media, internet ads, 24-hour news – everything seems...
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...
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.