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Market Values, Inflation, WA State LTC Payroll Tax, & Life Portfolio – Webinar Replay
A replay of our April 28, 2021 webinar discussing market values, inflation, the WA State LTC payroll tax, and why you should have a retirement “life portfolio.”
Buy-Sell Agreements in Business Succession Planning
For businesses with multiple owners, proper succession planning is key. Selling your stake and sailing off into retirement is the dream, but a complete plan must account for the unexpected death or disability of an owner. Here’s what to know about Buy-Sell Agreements.
Market Values, Inflation, and Q1 in Review
The first quarter of 2021 brought continued economic recovery, gains in markets, and the COVID-19 vaccine is being rapidly administered, bringing hope that we’re approaching post-pandemic times. Let’s look at common questions we encountered this quarter.
Should You Worry About Inflation?
Will the 2020 pandemic stimulus cause significant inflation? Let’s look at what inflation is and what causes it, how money supply increases like federal stimulus affect it, and where we are now.
Washington’s Long Term Care Payroll Tax and How to Opt Out
Washington State’s LTC Trust Act is intended to offer long-term care coverage to state residents funded by a mandatory payroll tax. Here’s how it works and how you can opt out.
3 Ideas to Connect Generations with Generosity
Making connections across generations isn’t always easy. But building an intentionally-designed Family Generosity plan is a great place to start!
4 Parts of a Joy-Filled Retirement “Life Portfolio”
What if we thought of retirement as a starting line rather than a finish line? Think beyond the superficial hobbies and vacations. An intentionally designed “life portfolio” can bring satisfaction in knowing that you continue to make a difference in your life and in the lives of those you care about.
Hybrid Long Term Care Insurance – An Upgrade on Traditional Benefits
In recent years, the Long Term Care (LTC) insurance market has evolved, and hybrid plans have emerged that combine life insurance with long term care benefits. In many ways, hybrid plans are an upgrade on traditional benefits. This case study helps compare and contrast these options.
Is Long Term Care Insurance Right for You?
When and how should you consider long term care insurance? Answer these 4 questions and you be on your way to making an informed decision.
Financial Planning for a Child with Special Needs
Planning for a child with special needs carries a range of complexities. There is no single best strategy – your situation needs a customized approach, but these strategies should help make an informed decision for your child and family.
Avoid These 5 Pitfalls When Selling Your Business
Few will ever go through the process of selling a business. Here are five pitfalls to avoid if you happen to be one of the lucky ones who have the opportunity to sell!
Out of Your Estate, Not Out of Reach
Can we reduce our estate tax bill without losing access to our assets? When properly coordinated, strategies like these can help move assets out of your estate without putting them entirely out of reach!
Which Assets Do I Spend and Which Do I Pass On?
When it comes to spending and passing on your assets, don’t miss these strategic tips to maximize your impact on your life, loved ones, and causes you care about!
Case Studies – Which Assets to Spend & Which to Pass On
Part two in our What to Spend & What to Pass On series – three case studies to demonstrate how to apply these principles with a variety of primary objectives.
Q1 2021 Webinar – 2020 Lessons Learned, the Biden Tax Plan & What to Expect in 2021
A replay of our January 27, 2021 webinar discussing 2020 lessons learned, the Biden tax plan, and what we expect in 2021.
Worried about estate taxes in Washington?
Download our free guide with 5 Strategies to Reduce Your Estate Taxes in Washington State.