Insights
3 Common Types of Life InsuranceSeptember 2022
September is Life Insurance Awareness month and we take time to review 3 common types of insurance and how you can benefit by adding one of them to your financial plan.
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July 2022
3 Questions To Ask Before Getting MarriedIt's wedding season and after 2 years of waiting through COVID, your big day is finally here! But, before you say your "I do's", we have one more item to add to your checklist. Take some time with your partner to discuss these 3 questions.
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May 2022
Mental Health Awareness MonthWe'll help you to get familiar with the Washington state mental health resources available to help you.
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March 2022
Tax Planning in RetirementLearn about three common account types, how they are taxed, and what you can do to reduce your taxes in retirement.
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January 2022
Put Your Debt Into PerspectiveGet motivated to pay off high interest debt after we share how much you are really spending.
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December 2021
ESG InvestingFind out how ESG investing aligns your values with companies that focus on Environment, Social, and Governance issues.
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November 2021
Cryptocurrency: The BasicsWe help you to understand what cryptocurrency is, how it works, and how you can invest in it.
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October 2021
Talking About DeathIt's always hard to talk about death but we take time to share the importance of having "the talk" with your loved ones.
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September 2021
Health Savings Accounts (HSAs)Learn how Health Savings Accounts are the perfect pair for your high deductible health plans.
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August 2021
Exchange Traded Funds (ETFs)ETFs hold a range of assets in their portfolios but we help you demystify what you are really investing in.
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February 2021
Save $1000 This MonthWhen you are living paycheck-to-paycheck it's hard to save but we give you tips on how to get started.
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