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Latest News & Articles
Recession-Proof Your Retirement – A Video Walkthrough
If seeing “recession” in the headlines makes you worry that your retirement is about to be ruined, you aren’t alone. The fear makes sense because a recession often means a downturn in the stock market. The big question is: What should you do about it? Move your...
Recession-proof Your Retirement in 5 Steps
If seeing “recession” in the headlines makes you worry that your retirement is about to be ruined, you aren’t alone. The fear makes sense because a recession often means a downturn in the stock market. The big question is: What should you do about it? Move your...
Silicon Valley Bank’s collapse explained
With the recent events at Silicon Valley Bank, we’re reaching out to address a few frequently asked questions and to explain the big picture of what’s happening. Because you’re sure to see a wide range of headlines drawing competing conclusions with complicated...
Will Social Security Disappear?
That may be unlikely, but the program does face financial challenges.
4 Ways to Ruin Your Retirement
Retirement is an exciting time of life but can also be quite daunting when you aren’t sure that you’ve adequately prepared. It’s also common to be struck with fears that the next recession could ruin your retirement or that you’ll outlive your money and end up working...
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529 college savings plans are one of the most popular ways to save for college because all growth can be withdrawn tax-free when used for qualified education expenses. But if funds are used for anything else, withdrawals are taxed and subject to a 10% penalty. So,...
A Guide to Buying Your First Rental Property
I’m thinking about buying a rental property but what should I consider? We hear this question from many clients. Rental real estate can be a great way to generate passive income, diversify your portfolio, and add growth to your investment strategy. 40 years of Seattle...
20 Minutes on the Market, Economy, and Your Portfolio for 2023 Q1
What’s coming in 2023? We spend 20 minutes discussing what you need to know on the market, economy, and your portfolio!
7 Retirement Changes in SECURE Act 2.0
Changes to RMDs, catch up contributions, and a new way to create wealth through 529 college savings plans.
5 Ways to Reduce Estate Taxes: a Video Walkthrough
Today is a deep dive into ways you can reduce estate taxes and pass more of your hard-earned wealth to your family. We show you how to find out how big your estate tax problem is, how the tax works, and five strategies you can use to lose less to taxes and make a...
The Art of Giving a Good Referral
With a clear intent and a tactful approach, you can give a good referral to a friend or family member…stress-free!
Protecting Your Out-of-State Vacation Home (or Other Real Estate)
If you live here in our home state of Washington, a winter getaway to your sunny California vacation home can be quite the relief! But whether your property is in California or another state, you might leave an unintended legal mess or estate tax bill to the next...
2022 Year-End Financial Planning Checklist
As we approach the end of 2022, here are a few simple tax saving tips to lighten the burden when you file your taxes next April!
How Your Portfolio is Like a House
When the stock market drops or crashes, have you ever had this thought: My portfolio is down $100,000…$200,000…$1 million! How will I ever recover what I’ve lost? This is an important question to consider…your retirement life depends on it! It’s common to wonder how...
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.
Worried about estate taxes in Washington?
Download our free guide with 5 Strategies to Reduce Your Estate Taxes in Washington State.