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Why You Want a Retirement Plan in Writing

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...

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When Is Social Security Income Taxable?

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...

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Section 199A Business Tax Deductions

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....

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Safely Climbing & Descending the Wealth Mountain

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...

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Quarterly Economic Update Q4 2018

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...

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2019 Retirement Plan Limit Increases

2019 Retirement Plan Limit Increases

The IRS increased the annual contribution limits on IRAs, 401(k)s, and other widely used retirement plan accounts for 2019. Here is a quick look at the changes. IRA & Roth IRA. Next year, you can put up to $6,000 in any type of IRA. The limit is $7,000 if you will...

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3 Ways to Give More and Feel Better About It

3 Ways to Give More and Feel Better About It

In over a decade of helping families and business owners plan for their financial futures, I've found that, deep down, people love people. It may look and sound different from person to person, but it’s there. Compassion for hungry families, care for children in need,...

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