Financial Confidence: How to Make Better Decisions with Clarity and Purpose
When it comes to big financial decisions, it’s easy to feel unsure. Am...
Financial Confidence: How to Make Better Decisions with Clarity and Purpose
Wealth Management
How the Barretts Turned Their Retirement Dream Into a Reality—with the Right Plan
How the Barretts Turned Their Retirement Dream Into a Reality—with the Right Plan
A dream they could see, but weren’t sure they could reach. For Sam and...
Start the Year Strong: A Financial Checklist
Start the Year Strong: A Financial Checklist
The start of the year is a great time to step back and make sure your...
From Making Money to Building Wealth: A Guide for Business Owners
From Making Money to Building Wealth: A Guide for Business Owners
Many successful business owners share a common story: they have the...
Stock Market Volatility – Lessons Learned from 2022-2023
Stock Market Volatility – Lessons Learned from 2022-2023
We’ve had no shortage of volatility in the stock market in the last...
Turn Your Concentrated Stock Into Stable Retirement Income
Turn Your Concentrated Stock Into Stable Retirement Income
If you’re retiring after a long career at Microsoft, Amazon, or any...
The Hidden Risk of the S&P 500
The Hidden Risk of the S&P 500
When an index like the S&P 500 rallies, as it did in 2023, a few...
How Direct Indexing Seeks to Reduce Portfolio Taxes
How Direct Indexing Seeks to Reduce Portfolio Taxes
Building an investment strategy involves balancing a variety of goals....
Why Invest When I’m Getting Over 4% on Cash?
Why Invest When I’m Getting Over 4% on Cash?
Interest rates have increased dramatically since the start of 2022, in...
Should I Leave Washington State to Avoid the Estate Tax?
Should I Leave Washington State to Avoid the Estate Tax?
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.
How Your Portfolio is Like a House
How Your Portfolio is Like a House
When the stock market drops or crashes, have you ever had this...
I Want $150,000 Per Year in Retirement. How Much Should I Save?
I Want $150,000 Per Year in Retirement. How Much Should I Save?
What's your number? The amount you need in your nest egg to retire? Here's how to find out!
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!
My Portfolio & the S&P 500
My Portfolio & the S&P 500
How’s my portfolio doing? Is it beating the S&P 500? This is a common path that many investors take when evaluating their investment strategies, especially when a well-known index like the S&P 500 rallies ahead of many others – but should you? Here's a closer look at the S&P 500 and three principles to confidently build and evaluate your strategies.
529s, SECURE Act 2.0, and a New Backdoor Roth IRA Opportunity
529s, SECURE Act 2.0, and a New Backdoor Roth IRA Opportunity
529 college savings plans are one of the most popular ways to save for...
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.