How Direct Indexing Seeks to Reduce Portfolio Taxes
Building an investment strategy involves balancing a variety of goals....
How Direct Indexing Seeks to Reduce Portfolio Taxes
Wealth Management
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...
Turn Long-Term Care Expenses into Tax-Free Income
Turn Long-Term Care Expenses into Tax-Free Income
No one looks forward to exorbitant long-term care expense, but it can create an opportunity to save thousands in taxes – a strategy that most walk right past.
Market Declines: What We Can Learn from History
Market Declines: What We Can Learn from History
Despite the gloom brought by each downturn, history shows us that declines are part of the market cycle and they have always bounced back. Does this mean you’re stuck just riding it out without a plan? You certainly don’t have to be! Here are three ways to plan for market declines.
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!
I’m retired…why has my portfolio been so volatile?
I’m retired…why has my portfolio been so volatile?
The headlines have recently been full of news about inflation, high...
Correction, Bear Market, and Recession…What They Mean for You
Correction, Bear Market, and Recession…What They Mean for You
When the market is up, terms like bull market and economic expansion pass by without concern. But when the market turns down, terms like correction, bear market and recession add confusion to uncertainty and increase anxiety. But, what do these terms actually mean?
A Guide to Tax Efficient Investing
A Guide to Tax Efficient Investing
Taxes are a big part of life, most notably in that rush to file your...
Understanding Retirement Income – Where Does Your Paycheck Come From?
Understanding Retirement Income – Where Does Your Paycheck Come From?
Where will my paycheck come from when I’m retired? If you’re about to...