Blog
Market Timing Is Exhausting
Market timing must be exhausting. Always moving in and out of the markets based on economic analysis or business headlines must be so challenging.
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Here are a few interesting articles on Social Security that I hope you find helpful!Americans Lose Trillions in Social Security3 Ways to raise SSI BenefitsSocial Security Quick Reference GuideSSI, Medicare and HSAWhat COLA...
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2022 Last Chance Financial Checklist
A simple checklist that covers only those areas that need attention at year-end – taxes, retirement savings, investments, insurance, and medical. It might take you five minutes, tops.
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Long-Term Care and Your Options
Long-term care includes a list of services you may require to meet various personal needs. And eventually, around 60% of us will need assistance with things many take for granted. Know your options.
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Cybersecurity 101: The Credit Freeze
Would you go on vacation and leave your front door open? You may be leaving the door open to your financial home and not even know.
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Should strategy change to prepare for a recession?
"How should a person's investing, retirement, and personal savings strategy change to prepare for a potential recession?" Here are a few quick tips:
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Women face financial dangers in retirement
Social security is a good supplement, but it is not nor was it ever designed to fully meet your financial needs in retirement.Saving for retirement is a deliberate choice. Unfortunately, women face greater challenges than men when it...
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The Fed Gears Up for Shock and Awe
Since the beginning of the year, the markets have been rattled by persistently high inflation and the question of how the Federal Reserve might respond. In March, it began with a simple 25 bp (bp = basis points, 1 bp = 0.01%) rate hike...
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When Worlds Collide
How the war affects the U.S. and global economy will ultimately have the biggest impact on investors. What will happen to oil prices? How might sanctions play out? Could we see cyberattacks or a wider war that involves NATO?
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Your job as executor of a will
The executor of the will makes sure the wishes of the deceased are carried out. The executor is the fiduciary for the estate, acts in the best interests of the estate, and executes the provisions of the will. Here's what to expect.
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Why You Should Know The IRA 60-Day Rollover Rule
AND LEARN HOW THEY CAN IMPACT YOU If you have a retirement account set up and you're making regular contributions, that's great! There may come a time when you need to move these retirement savings from one account to another, and...
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A Handy Estate Planning Checklist
As you travel on the journey of life, you’ll inevitably build up an estate that one day your loved ones will inherit. These details are all handled in your estate plan. An estate plan acts like a roadmap for your heirs by...
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6 Questions You Need to Ask When Planning for Retirement
6 Questions to Ask When Planning for Retirement Financial security in retirement doesn’t happen by accident. Planning for a financially independent retirement involves more than just putting money away into a savings account and...
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Should you buy more life insurance at work?
Many employers offer a small life insurance policy as part of their benefits package. Employees are often able to increase the initial coverage provided at an additional cost and with minimal underwriting. The low cost of this...
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What is permanent life insurance?
Permanent Life Insurance? Whole Life Insurance? What’s the difference? There are definitely differing opinions when it comes to who should buy a permanent policy, and who should buy a term policy. Our Life Insurance Basics post...
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Life Insurance - The Basics
Are you considering life insurance for the first time? Then it’s good to start with the basics. I’m going to take a quick dive into the fundamentals of life insurance and some of the common questions I’m asked. In...
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Comparing Long Term Care Options
The rapidly increasing costs of assisted living, or long-term care, and the recent legislative action in Washington State have many people looking at their long-term care (LTC) coverage options. It is currently estimated that 7 out of...
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WA Cares Fund - Washington's new payroll tax
WA Cares Fund – Washington’s New Payroll Tax Washington State is rolling out a new long-term care program in the form of a payroll tax. There is a short window for you to decide if you would like to automatically enroll in...
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Inflation and Stagflation
Inflation is a constant. It’s also an important consideration in retirement planning, but what is it? In this article, we will briefly cover; What is Inflation? What is Stagflation? Is this Normal? What Should I Do About It?
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Who needs a guide? Fly Fishing and Retirement
“It’s going to be a three-hour hike in full waders and gear, wading through knee-deep water about half the time, but I think there will be fish there.” My good friend Mike was trying to convince me to try a new fishing spot on the river.
Read MoreCARES Act; What you need to know
The coronavirus pandemic has affected virtually every facet of American life and severely impacted the markets and economy. Congress and the federal government have acted to help individuals and businesses get through this difficult...
Read MoreDOES YOUR PORTFOLIO FIT YOUR RETIREMENT LIFESTYLE?
Most portfolios are constructed based on an individual's investment objective, risk tolerance, and time horizon. Using these inputs and sophisticated portfolio-optimization calculations, most investors can feel confident that they own...
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