The Importance of Taking Care of Yourself
Travel is at the top of many of our wish lists right now, and after a year-long delay I recently went on a long-overdue vacation … Read more
What Seattleites should consider financially before planning post-pandemic travel
Who doesn’t miss traveling? After more than a year of staying-at-home, Seattleites, like most of the country and the world, are ready to get on … Read more
COVID-Related Scams To Watch Out For This Holiday Season
Earlier this year, the Federal Trade Commission (FTC) published a helpful article[i] that urges people to be aware of the rise in Coronavirus-related scams. Unfortunately … Read more
Year-End Tax-Planning Tips to Consider
We are quickly approaching the end of the year and wanted to share our year end tax planning tips – a number of which are … Read more
FMG Suite Podcast with Greg Friedman and Cynthia Greenfield
FMG Suite recently published a podcast with Greg Friedman, CFP®, Founder & Chief Executive Officer, and Cynthia Greenfield, Chief Experience Officer, on how Private Ocean … Read more
Seattleites: Don’t be a Victim of Fraudulent Unemployment Claims
Recently, many of us in our Seattle office have become aware of another “risk” associated with Covid-19 – identity theft. This time, the fraud is … Read more
Young Professionals: Building a Career During a Pandemic
Meet Julie Penwell, our newest paraplanner! Julie Back interviews Julie for her tips on how to navigate finances and build a career during these challenging … Read more
Love & Money: Using Time Together for Money Dates
Now more than ever, while many of us shelter-in-place in our homes, even the best relationships are experiencing stress. One common topic of discussion is … Read more
5 Timely Financial Planning Opportunities in the Era of Covid-19
Life has changed rapidly for all of us recently, leaving us with meaningfully more decisions to make. In conversations with clients during periods of marked … Read more
Celebrating Earth Day’s 50th Anniversary
Earth Day is an annual event recognized around the world to demonstrate support for and to raise awareness of how we can work together to … Read more
Giving Back to Our Communities During Times of Crisis
Psychologists say that helping others, especially in a crisis, is a great way to reduce your own stress and help you manage through a difficult … Read more
Your Financial Checklist – Navigating Uncertain Times With Information and Advice
During emergencies and times of crisis, like the outbreak of the COVID-19 virus, it’s important to revisit and organize your finances. We’ve put together a … Read more