Insights
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November 2023
2024 Financial Outlook:
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October 2023
The Great Wealth TransferWe highlight the importance of using trusts, ways to avoid probate, and how to utilize beneficiary statements and transfer on death instructions to safeguard the financial legacies you leave behind.
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September 2023
Decoding Term Life InsuranceThis article dives into the realm of term life insurance discussing the balance between cost concerns and adequate protection, and the potential pitfalls of quick-quote approaches. Take a moment to read our latest insight to learn more.
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August 2023
Retirement Planning: A Family AffairRetirement planning is a family affair, with decisions impacting the future of both the individual and their loved ones. Effective communication, shared aspirations, and addressing longevity are only a few of key elements for successful execution. Take a moment to read our latest insight to learn more.
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July 2023
Empowering LBGTQ+ Financial PlanningWe explore the complexities of retirement planning within this community, addressing the diverse considerations that arise, including family needs, elderly care, and legacy planning.
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June 2023
Teaching Your Children About MoneyParents often ask, "what is the right way to teach my kids about money?" My best advice is by creating a mindset to set them up for success. Read more in this month's Insight on how my son discovered the value of his earnings.
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May 2023
Women & InvestingWe take time to help you understand 3 habits women have when investing and how they may be leaving money on the table.
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April 2023
3 Part Series: Level Up Your Financial Literacy
We've shared the basics of financial literacy and now we want you to up your game. Learn more about tax liabilities and how it impacts your financial journey with our three-part series Better Than Basics: Level Up Your Financial Literacy.
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March 2023
Rebounding From a Bear MarketAs the stock market changed from bull to bear, many investors sought loss prevention solutions and sold securities into cash. Now, in a bear market, we take some time to understand how to spot the market bottom and 2 ways to start investing again.
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February 2023
4 Steps to Take After a LayoffPreparation is key to any successful financial plan and while we aren't in a recession (yet), it is a good idea to get a plan in place. This month we kickoff the new year with some tips on how to reach your financial goals during a recession.
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January 2023
Reaching Financial Goals During a RecessionPreparation is key to any successful financial plan and while we aren't in a recession (yet), it is a good idea to get a plan in place. This month we kickoff the new year with some tips on how to reach your financial goals during a recession.
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December 2022
What You Need to Know About Charitable GivingAs the holiday season kicks into gear, we take a moment to share a few items to check off your list before donating to your favorite charity.
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November 2022
3 Things to Do in a RecessionYou've seen it all over the news and now we must face the facts. As more indicators point to a recession, we outline 3 simple changes you can make today to prepare.
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September 2022
3 Common Types of Life InsuranceSeptember 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
Ask These 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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