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Why did I pay so much capital gains tax this year?
Feeling like you paid more than normal in capital gains in 2021? You probably did - here's why.

Kaitlin Jones
May 5, 20225 min read
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Tax Updates
Kaitlin outlines what's new for individuals filing their 2021 taxes.

Kaitlin Jones
Jan 31, 20222 min read
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Opting Out of the WA Cares Fund
Thinking of opting out of the WA Cares Fund? Read on for the 5 steps to make that happen.

Charlotte Jones
Oct 28, 20212 min read
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Washington's New Long-Term Care Tax
Learn the basics of Washington's new Long-Term Care Payroll Tax.

Kaitlin Jones
Oct 6, 20215 min read
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The Cost of Conflicted Advice
A report from the Obama Whitehouse quantifies the importance of getting objective advice from your financial advisor.

Mark Mooring
Sep 8, 20212 min read
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Basics of Long Term Care Insurance
Since we have received questions recently about Long Term Care Insurance, we thought we would post a primer on the basics.

Mark Mooring
Sep 2, 20213 min read
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Teaching Kids About Money, by an advisor's kid
Tips on teaching kids about managing their money...from one of our kids.

Charlotte Jones
Aug 30, 20213 min read
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The expanded 2021 child tax credit could help your family finances
Families with children living at home may not have to wait until 2022 to receive their 2021 child tax credit.

Kaitlin Jones
Jun 23, 20212 min read
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What is ESG Investing?
ESG investing is one type of socially responsible investing, and it represents a growing trend among investors.

Charlotte Jones
Jun 11, 20211 min read
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When Should I Take Social Security?
Should you take your social security benefits at "full retirement age" or wait to collect a bigger benefit at age 70?

Mark Mooring
Jun 8, 20212 min read
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Is Debt-Free the Way to Be?
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....

Kaitlin Jones
May 13, 20214 min read
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