What Is a CFP® and Why Should You Care?
With titles like financial advisor, financial planner, wealth advisor,...
What Is a CFP® and Why Should You Care?
Estate & Legacy Planning
How Presidential Elections Affect the Stock Market
How Presidential Elections Affect the Stock Market
Headlines, social media, internet ads, 24-hour news – everything seems...
The Problem of Money Paralysis
The Problem of Money Paralysis
Not making a move may not always be the best move to make.
Coping with an Inheritance
Coping with an Inheritance
A windfall from a loved one can be both rewarding and complicated.
Qualified Charitable Distributions: Save Taxes & Use Your IRA for Charity!
Qualified Charitable Distributions: Save Taxes & Use Your IRA for Charity!
If you own a traditional IRA or other pre-tax retirement account,...
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...
What To Do When Your Stocks Go Down
What To Do When Your Stocks Go Down
During volatile times in the market, it’s not uncommon to be concerned about your investment strategies. These are a few points to help avoid common mistakes and stay on track.
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...