Knowledge for the Journey
Latest News & Articles
Tax Efficiency
What it means; why it counts.
Quarterly Economic Update Q2 2019
In this Q2 recap: stocks rise, fall, and then soar, as the FederalReserve shifts its thinking and new chapters unfold in the ongoing U.S.-China trade dispute.
Intern at Alterra! Bellevue Financial Advising Firm Internship
Wanted: College Student Exploring Future Career Opportunities
Helping Your Parents Manage Financial Tasks
How can you make things easier on them later in life?
Coping with an Inheritance
A windfall from a loved one can be both rewarding and complicated.
Could Social Security Really Go Away?
That may be unlikely, but the program does face financial challenges.
Countdown to College
Preparing for college means setting goals.
Quarterly Economic Update Q1 2019
In this Q1 recap: the Federal Reserve alters its outlook, the truce in the trade dispute holds, the real estate market strengthens, and stocks make an impressive comeback from Q4, even as growth concerns mount.
The A, B, C, & D of Medicare
Breaking down the basics & what each part covers.
Qualified Charitable Distributions
As the owner of a traditional IRA, you are likely aware that you are obligated to make required minimum distributions (RMDs) once you reach age 70½. However, you may not have been aware that the RMD can be taken in the form of a qualified charitable distribution,...
Why You Want a Retirement Plan in Writing
Many people save and invest vaguely for the future. They know they need to accumulate money for retirement, but when it comes to how much they will need or how they will do it, they are not quite sure. They will “wing it,” hope for the best, and see how it goes. How...
When Is Social Security Income Taxable?
Your Social Security income could be taxed. That may seem unfair or unfathomable. Regardless of how you feel about it, it is a possibility.Seniors have had to contend with this possibility since 1984. Social Security benefits became taxable above a certain yearly...
Section 199A Business Tax Deductions
Many households, businesses, and other organizations are arranging their documents for the coming tax season. The changes to the tax code have inspired a great deal of discussion, confusion, and clarification.Something you might want to know, as a business owner....
Safely Climbing & Descending the Wealth Mountain
Living in the Pacific Northwest, you’ve almost certainly done a bit of climbing or hiking. If so, you learn quickly that ascending the mountain takes a different approach than descending the mountain. Skills required, muscles used and awareness needed all change when...
Quarterly Economic Update Q4 2018
THE QUARTER IN BRIEFWall Street saw many ups and downs in the last three months of 2018. The fourth quarter concluded with bulls and bears vying for control of the market and with the S&P 500 suffering a 13.97%, three-month loss. The Federal Reserve sent...