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Written by George Clason and originally published in 1926, “The Richest Man in Babylon” is a foundational book when it comes to...

In the last two posts in this series, we covered the essentials of estate planning.  Trusts can be an important tool in this process so...

We talked in the last post, Kaitie’s Estate Planning Essentials, about the estate planning steps you can take to handle your stuff...

In our practice we come across a lot of questions from our clients about what kind of “estate planning” they need to do.  There is a lot...

What is financial planning and how does debt fit in the plan? Financial planning is the process of clarifying what your financial picture...

Over the past couple of years, I’ve encountered dozens of families who are either considering changing advisors or are looking for their...

As the market continues to regain steam, we believe it may be a good time to talk about the concept of risk in investing.

The Secure Act 2.0 contains so many new provisions that improve retirement-savings opportunities that it’s likely to have an impact on you.

My husband and I have an accepted division of labor on many household chores, and one of those is: he signs us up for benefits through...

Thinking of opting out of the WA Cares Fund? Read on for the 5 steps to make that happen.

Learn the basics of Washington's new Long-Term Care Payroll Tax.

A report from the Obama Whitehouse quantifies the importance of getting objective advice from your financial advisor.

Tips on teaching kids about managing their money...from one of our kids.

Families with children living at home may not have to wait until 2022 to receive their 2021 child tax credit.

Should you take your social security benefits at "full retirement age" or wait to collect a bigger benefit at age 70?

Most mornings when I first sit down in my office, I like to take a minute or two to look over a few news sites while sipping my coffee....