News

I’m a Risk Taker…Do I Have to Stop Because I’m Retired?

Retirement is a big transition both in life and in finances. It’s also...

Craig Hamilton

Why Invest When I’m Getting Over 4% on Cash?

Interest rates have increased dramatically since the start of 2022, in...

Josh Whelan

Don’t Let Inflation Ruin Your Retirement

With costs rising seemingly faster than ever, you might be worried...

Josh Whelan

When should I update my will?

When should you update your will or estate plan? If you’ve taken the...

Josh Whelan

The Best Way to Build Wealth

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.

Zach Hamilton

20 Minutes on the Market & Economy for 2023 Q3

We hope you’ve had a great first half of 2023! In this quarter's...

Josh Whelan

What You Can Spend 529 Money On (and What You Can’t)

529 college savings plans can be a great way to prepare for future...

Josh Whelan

I Want to Retire Next Year…Am I Ready?

You’ve worked hard, invested well, and are finally ready to make the...

Josh Whelan

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.

Grant Monson