4 Ways to Ruin Your Retirement
Retirement is an exciting time of life but can also be quite daunting...
4 Ways to Ruin Your Retirement
Articles
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...
A Guide to Buying Your First Rental Property
A Guide to Buying Your First Rental Property
I’m thinking about buying a rental property but what should I...
20 Minutes on the Market, Economy, and Your Portfolio for 2023 Q1
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
7 Retirement Changes in SECURE Act 2.0
The SECURE Act 2.0 was recently passed into law and, if you’re saving...
5 Ways to Reduce Estate Taxes: a Video Walkthrough
5 Ways to Reduce Estate Taxes: a Video Walkthrough
Today is a deep dive into ways you can reduce estate taxes and pass...
The Art of Making a Good Introduction
The Art of Making a Good Introduction
With a clear intent and a tactful approach, you can make a good introduction to a friend or family member...stress-free!
Protecting Your Out-of-State Vacation Home (or Other Real Estate)
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...
2022 Year-End Financial Planning Checklist
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!
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.
Webinar Replay – 20 Minutes on the Market, Economy, and Your Portfolio
Webinar Replay – 20 Minutes on the Market, Economy, and Your Portfolio
What you need to know on the market, economy, and your portfolio in 20 minutes. Plus, with the midterm elections around the corner, we include a bonus on how markets respond to elections.
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.
2023 Retirement Plan Contribution Limits
2023 Retirement Plan Contribution Limits
Here’s what you need to know about 2023 contribution limits for 401(k)s, IRAs, and more to help make your annual investment game plan!
How Much Do You Need to Retire?
How Much Do You Need to Retire?
Are you starting to think about making the transition to retirement?...