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High-Net-Worth Retirement Planning: 6 Ideas to Help You Get Your Finances in Order
Do you consider yourself a high-net-worth individual (HNWI)? Most people tend not to categorize themselves or see themselves as anything more than a spouse, parent, sibling, neighbor, boss, or business owner. However, society does...
Read MoreGen Xers: “Can I Afford to Retire on My Terms?”
Financial education, planning, lifestyle adjustments and advice are crucial As Generation X, often referred to as the "forgotten generation," inches closer to retirement, a unique set of challenges and concerns emerges. Born between...
Read MoreMaking the Most of an Interest Rate Hike Pause: Financial Tips and Strategies
In times of market volatility, when inflation is increasing, the Federal Reserve will raise interest rates to help to cool the inflation spike. During this period, people are anxious and keep a tight grip on their wallets. In time, the...
Read MoreJanuary 2024 Market Update
Happy New Year and Welcome to our first Market Update of 2024! How were your holidays? Hopefully an exuberant stock market and nicely higher rates on savings added to the holiday splendor! U.S. stocks enjoyed a great year, rising...
Read MoreThe Great Wealth Transfer and Generation X
A call to action for Generation X to improve their retirement readiness For many members of Generation X, those born between 1965 and 1980, a comfortable retirement may feel like an increasingly distant dream. Despite being in their...
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How to Plan for a Healthy Retirement
Planning for retirement often involves focusing on your finances and ensuring that you not only will have enough to sustain you during your retirement but adequate funds to do the things you enjoy doing. While this strategy is a...
Read More5 Common RMD Mistakes That Could Ruin Your Retirement
As age 73 nears, it is critical that you begin considering how you want to handle the required minimum distributions (RMDs) you are obligated to withdraw from your tax-advantaged retirement accounts.
Read MoreDECEMBER 2023 MARKET UPDATE
Happy Holidays! Welcome to our December 2023 Market Update. Wow, how fast has this year gone?! When one thinks of all the headlines surrounding rising rates, war in Ukraine and Gaza not to mention dire economic predictions,...
Read MoreWays to Minimize Tax on an Investment Portfolio
Improving return by minimizing taxes. Although we are all obligated to pay our fair share of taxes, few of us would be pleased to pay taxes unnecessarily. Because taxes lower the actual return on your investments.
Read MoreNovember 2023 Market Update
Welcome to our November 2023 Market Update Video! Do you know which is historically, the worst month for the stock market? Most of us may recall Black Monday in 1987 when the Dow opened down over 22% in a day and think...
Read MoreEnd of Year (EOY) Deadlines Checklist
For many of us, a new year is an opportunity for fresh starts and discovering the best versions of ourselves, but some things—like tax contributions and retirement deadlines—don't change much, if at all.
Read MoreYear-end Tax Planning for High-Net-Worth Individuals
As the year’s end approaches, High-Net-Worth Individuals (HNWIs) must prepare for one of the most critical monetary tasks: year-end tax planning.
Read MoreRetirement Security Starts With Visualizing Your Future
Planning for your financial future and retirement looks much different now than in previous years. Some people must supplement their Social Security to have enough to maintain their desired lifestyle.
Read MoreOCTOBER 2023 MARKET UPDATE
Welcome to our October 2023 Market Update Video! Don’t Look at your September statement! I’m just kidding… While September didn’t deliver us more positive returns in the stock market, it declined about...
Read MoreSEPTEMBER 2023 MARKET UPDATE
Welcome to our September 2023 Market Update Video! Are there any market-related questions churning through your mind? I only ask because it seems we’ve had a few shifts occur in the last year or so. Interest rates come to...
Read More529 Plans vs. Other College Savings Options
529 plans can be a great way to save for college, but they're not the only way. When you're investing for a major goal like education, it makes sense to be familiar with all of your options.
Read MoreAugust 2023 Market Update
Welcome to our August 2023 Market Update Video! Have you been paying attention to stocks, financial markets…or just enjoying the weather?! It’s been a pretty easy market to take as stocks were up again in July, rising 3.2%...
Read MoreBack-To-School Shopping List Why Not A Yearly Retirement List?
Labor Day is right around the corner. The weather is starting to turn a little cooler, college football returns and the kids are back in school. For me, it’s always been the kids going back to school that really marked the end of summer.
Read MoreJuly 2023 Market Update
Welcome to our July 2023 Market Update Video!Stocks rose about 6-1/2% in June, kicking off a good start to the summer.1Fixed income yields, as reflected in the 10-year US Treasury began climbing throughout the month, rising about .25%...
Read MoreGenerational Wealth and the Gift of Financial Freedom
Those who receive an inheritance with the passing of a loved one are potentially given the gift of financial freedom if they choose to manage the wealth carefully.
Read MoreJune 2023 Market Update
Welcome to our June 2023 Market Update Video!How was your start to summer with this great weather we’re having? The market appears to have started its summer break too! Stocks were virtually flat in May, as the S&P 500...
Read MoreAn Essential Guide to Estate Planning Preparedness
A recent survey by Caring.com found that a whopping two in three American adults do not have an estate plan1—an alarming statistic, considering that an estate plan can protect your assets and ensure that they go to the right people...
Read MoreCheck Off Your Insurance Check-Up: An Insurance Coverage Checklist
Insurance is one of the most crucial components of financial well-being, even though you may not necessarily receive an actual payout from a policy. Many things in life are especially valuable, such as your time, your health, your home...
Read More5 Homeowner Estate Planning Tips to Consider
Estate planning helps disperse your assets according to your wishes. The effort may seem daunting at first, but estate planning does not have to be overly complicated. With the proper planning, you may find yourself resting a little...
Read More529 College Savings Plans: For Education and Estate Planning
529 College Savings plans are essential for saving for higher education expenses, and if used for education, accumulate tax-free. Since 529 plans came into existence in 1996, their popularity has continued to increase, with 529 plan...
Read MoreUnderstanding the Estate Planning Process
It is common for people to put off planning their estates. A well-structured estate plan can be invaluable. Here are some tips that may help you understand the estate planning process.
Read MoreMay 2023 Market Update
Welcome to our May 2023 Market Update Video!Before I begin, please let me offer a HUGE welcome to the newest member of our team: Lori Tipple. She will be sitting here in Tacoma and comes with a wide array of experience. ...
Read MoreApril Market Update
Welcome to our April 2023 Market Update Video!We have a lot to talk about, so let’s get right into it.The stock market rose 3-1/2% in the month of March.1 Does this come as a surprise after what we saw with the...
Read More5 Last Minute Considerations Before Tax Day
With April’s federal tax filing and payment deadline on the horizon, are you confident you have everything in order to make your tax filing go as smoothly as possible? Here are five last-minute details to double-check before Tax Day.
Read MoreMarch 2023 Market Update
Welcome to our March 2023 Market Update Video!How are you feeling about the current markets? Are they on your mind, or have you been too busy enjoying life? If it’s the latter, then good for you!February saw the...
Read More2023 Tax Tables
Don't forget to consult our 2022-2023 tax tables chart before you file your taxes. Please reach out if you have any questions.
Read MoreFebruary 2023 Market Update
Do you know when is the best time to do one of these videos? You guessed it, when the market had a good month!SO, Welcome to the February 2023 Market Update. Stocks in the U.S. rose over 6% for January.1 Since we...
Read MoreCountdown to Investing in the New Year: 10 Questions to Ask Yourself
If one of your New Year's resolutions involves enhancing and expanding your investment portfolio, look no further. In a true New Year's Eve countdown tradition, ask yourself these 10 questions to help review your investment plans.
Read MoreTax Prep Checklist: Everything You Need to Be Ready for Tax Season
Regardless of whether you prepare your taxes yourself or use a professional's services, here's some key information you need when preparing this year.
Read MoreJanuary 2023 Market Update
Happy New Year!Welcome to our January 2023 Market Update. We have a lot to talk about, following a pretty rough year in the markets and what I feel is a lot to look forward to…so let’s get started.As we’re all...
Read MoreDecember 2022 Market Update
Happy Holidays and welcome to our December 2022 Market Update!Do you know what may be one of the best things about this time of year? We are all focused on things other than the day-to-day whims of our investments!In an effort to...
Read MoreNovember 2022 Market Update
Welcome to our November 2022 Market Update Video…first and foremost:Happy Thanksgiving!So how are you feeling about the markets?! What a difference a month makes! October saw stocks rise a whopping 8% as seen in the...
Read MoreWhat Is a Certified Financial Planner™ Professional
A CERTIFIED FINANCIAL PLANNER™ professional, or CFP® practitioner, is a financial professional who meets the requirements established by the Certified Financial Planner Board of Standards, Inc. While some professionals may...
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