Broker Check


Friday, June 9, 2023

Market timing must be exhausting. Always moving in and out of the markets based on economic analysis or business headlines must be so challenging.

Thursday, March 23, 2023

Here are a few interesting articles on Social Security that I hope you find helpful!Americans Lose Trillions in Social Security´╗┐3 Ways to raise SSI BenefitsSocial Security Quick Reference GuideSSI, Medicare and HSAWhat COLA...

Saturday, November 12, 2022

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.

Tuesday, November 8, 2022

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.

Tuesday, August 30, 2022

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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Friday, July 1, 2022

"How should a person's investing, retirement, and personal savings strategy change to prepare for a potential recession?" Here are a few quick tips:

Monday, May 30, 2022

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...

Wednesday, May 25, 2022

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...

Friday, March 4, 2022

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?

Friday, March 4, 2022

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.

Thursday, September 16, 2021

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...

Wednesday, August 25, 2021

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...

Wednesday, August 18, 2021

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...

Saturday, August 14, 2021

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...

Thursday, August 12, 2021

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...

Monday, July 12, 2021

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...

Thursday, July 8, 2021

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...

Thursday, June 17, 2021

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...

Tuesday, June 8, 2021

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?

Tuesday, May 11, 2021

“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.

Friday, April 10, 2020

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...

Wednesday, May 8, 2019

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...