You Can Skip Your 2020 RMD…But Should You?
The recently passed CARES Act allows you to skip your Required Minimum...
You Can Skip Your 2020 RMD…But Should You?
Retirement Planning
Tax-Loss Harvesting: Using Losses to Increase Return
Tax-Loss Harvesting: Using Losses to Increase Return
No one likes a seeing their investments lose value. But opportunities exist in any situation, including market downturns. One such opportunity is called tax-loss harvesting. We discuss what it is, how it can help and when you might consider using it.
What Would You Do if Every Day was a Saturday?
What Would You Do if Every Day was a Saturday?
What would you do if you didn’t have to work? At first, you’d probably celebrate your newfound freedom – sleep in late, go out more, travel. You’d partake of the pleasures you didn’t have time for before. Maybe you’d even tackle all those home projects you’ve been putting off for years. But after the excitement wears off, what then?
Backdoor Roth IRAs – What Are They and Are They Worth It?
Backdoor Roth IRAs – What Are They and Are They Worth It?
Roth IRAs are one of the few ways to build tax-free retirement income. And with a long retirement time frame, they can build quite the snowball. But, if you make too much income, the IRS won’t let you contribute. Fortunately, for many, the Backdoor Roth IRA can help...so is it worth the extra effort?
Time in the Market Is Better Than Timing the Market
Time in the Market Is Better Than Timing the Market
In days, weeks and months of sharp declines, the first thought is often to sell stocks and “wait for things to stabilize”. Unfortunately, this usually means watching the market rebound and missing the upswing. Why do many advisors say you should ride it out? Because sharp market declines are usually followed by equally sharp recoveries.
Turning Taxes Into Opportunities
Turning Taxes Into Opportunities
Can taxes really be turned into opportunities? We discuss a few strategies!
Should you really stay the course?
Should you really stay the course?
Whether you're retired and living on portfolio income or just starting...
How Much Should You Keep In Emergency Reserve?
How Much Should You Keep In Emergency Reserve?
Job loss, unexpected trip to the hospital, a tree falls on the house –...
The ABCs of RSUs, ESPPs, ISOs – Get to Know Your Stock Incentive Programs
The ABCs of RSUs, ESPPs, ISOs – Get to Know Your Stock Incentive Programs
In our tech-heavy Pacific Northwest, many companies grant stock or...
Smart Legacy Planning for Your Business
Smart Legacy Planning for Your Business
Every family wants to create a sound legacy for their children for the...
The SECURE Act – 6 Changes You Should Know About
The SECURE Act – 6 Changes You Should Know About
A summary of changes to long-standing retirement account rules.
What Is a CFP® and Why Should You Care?
What Is a CFP® and Why Should You Care?
With titles like financial advisor, financial planner, wealth advisor,...
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.