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Latest News & Articles
A Guide to Tax Efficient Investing
Taxes are a big part of life, most notably in that rush to file your tax return before the annual deadline. But taxes play a major role in your investment strategy, as well. In fact, keeping a close eye on taxes is one of our 6 Keys to Successful Investing. Earning a...
6 Strategies to Make a Down Market Work for You
No one enjoys seeing portfolios drop due to a downturn in the stock market. It brings anxiety and concern that you may not recover. And to make matters worse, it’s never clear when a market correction will happen and how long it will last. But we know market declines...
What is an Ethical Will? (And How to Write One)
An ethical will is a kind of “love letter” to your family, a personal message where you share your thoughts, values, memories, life lessons, advice, and hopes for the future. Where do you start?
Understanding Retirement Income – Where Does Your Paycheck Come From?
Where will my paycheck come from when I’m retired? If you’re about to retire and thinking about this for the first time, you’re not alone. Most people haven’t given retirement paychecks a moment of thought and that’s perfectly understandable. You’ve had paychecks...
4 Steps for a Successful Estate Planning Talk with Your Family
“I don’t want to ruin my family with my wealth by leaving them a mess or causing conflict.” Does this sound familiar? These four steps can help!
How Bad Will the Stock Market Correction Get in 2022?
Uncertainty seems to be everywhere with high inflation and interest rates, and the war in Ukraine. So how should we expect these ongoing challenges to affect your investment strategy? Are we heading for recession? And, most importantly, should you make a change?
How Much of Your Social Security Income is Taxable?
Is my social security taxable? How much will I pay? Is there anything I can do? These are very common questions when thinking about your retirement income plan. Here’s what you need to know.
Is Your Estate Plan by Default or Design?
When it comes to leaving your hard-earned wealth to the next generation, often called estate planning, everyone has a plan by default – the government’s plan. They’ve already decided what taxes you’ll pay, who will make important decisions, and how your assets will be...
SECURE Act 2.0 Explained
The SECURE Act 2.0 would make some significant changes for retirement savers. Its key initiatives would delay RMDs, encourage employees to save more and start saving earlier, and lower retirement plan costs for small businesses. Here are the notable proposed measures and how they could affect you.
Webinar Replay – Inflation, Interest Rates, the Ukraine War & Your Portfolio
We invite you to view this replay of our discussion covering how inflation, interest rates, and the Ukraine war could affect your portfolio.
Inflation, Interest Rates, the Ukraine War & Your Portfolio
How concerned should we be about inflation? Why are interest rates going up? What could the war in Ukraine mean for markets? How does all this affect my portfolio? Read more in this quarter’s update.
Stock Market Corrections are Buying Opportunities
When it comes to investing, you always want to plan ahead for how to handle market declines. Here are three reasons to stay the course when volatility strikes.
The End of Life Documents Checklist: How to Get Your End of Life Documents in Order
If you handle the finances, your spouse, family, or business partners rely on you and would need direction on what to do if you passed away unexpectedly. So how can you prepare them and prevent confusion and chaos?
Federal Estate Tax Exemption 2023: Making the Most of History’s Largest Cap
The federal estate tax exemption is higher than ever…for now. What is the exemption and how can you use it to reduce taxes and pass more wealth to the people and causes you care about before you lose the opportunity?
Is Cryptocurrency a Good Investment?
Is Bitcoin a good investment? What about other cryptocurrencies like Ethereum and Dogecoin? It depends…are you investing or speculating?
Worried about estate taxes in Washington?
Download our free guide with 5 Strategies to Reduce Your Estate Taxes in Washington State.