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An 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...
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Check 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...
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5 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...
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529 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...
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Understanding 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.
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May 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...
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5 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...
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2023 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...
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Countdown 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.
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Tax 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...
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What 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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