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.
We hope you’ve had a great first half of 2023! In this quarter's...
529 college savings plans can be a great way to prepare for future...
You’ve worked hard, invested well, and are finally ready to make the...
Washingtonians face an additional burden because Washington adds a 10-20% state estate tax on top of federal estate taxes. Before you put up that for sale sign, here are a few options to consider.
If seeing “recession” in the headlines makes you worry that your...
When the stock market drops or crashes, have you ever had this...
What's your number? The amount you need in your nest egg to retire? Here's how to find out!
No one enjoys seeing portfolios drop due to a downturn in the stock...
Saving for retirement often helps lower your taxes because many kinds...
If you are approaching retirement, do you worry about making costly...
“Should I make a change to my investment portfolio? What would you do...
Stock market swings are always unsettling, whether you’re decades or...
How much could my family lose to estate taxes when I pass? Fear of...
Washington State’s 7% capital gain tax passed into law in 2021 and was...