6 Estate Planning Tips For Your Animals
For many of us, our pets are beloved members of our families. They bring companionship and happiness and like our human family members, they come … Read more
Medicare and Medigap: What You Should Know
If you recently celebrated your 65th birthday or are looking to turn 65 in the next few years, there are things you should know about … 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
Life Milestone: Buying or Leasing Your First Car
For many of us, buying or leasing your first new vehicle is both exhilarating and intimidating. We all remember the first car that we drove – and … Read more
Cryptocurrency: Do You Still Have a Fear of Missing Out on Bitcoin?
With a price near record highs and lots of free publicity from Elon Musk, Bitcoin has been seeing new interest lately. Some people are experiencing … Read more
Cross-border money: Protecting your finances abroad
For those who want to retire abroad or move back to the U.S. after years working overseas, making the move is one thing — but … Read more
Estate Planning Tips to Help You Pass Your Wealth — and Your Legacy — to the Next Generation
Legacy can mean different things to each of us as we consider our family estate planning and wealth transfer and what we hope to leave … Read more
The Well-Being Theory: How Much Happiness Can Money Truly Buy?
We’ve all heard the old adage that money can’t buy you happiness. But can it? Research indicates that while there is a positive correlation between … Read more
What California Homeowners Should Know About the Current Property and Casualty Marketplace
Traditionally, homeowners insurance, while sometimes expensive, was readily available in the marketplace. Unfortunately, this picture has changed dramatically for many in California. This is because … Read more
Seven Tips for Budgeting in your 20s
Your 20’s are often a great transitionary phase. For many, this is a time dedicated to self-discovery, learning about life at a lightning speed, and … Read more
Managing Stress Through Lifestyle and Nutrition
Private Ocean recently hosted Stephanie Kay, a Registered Holistic Nutritionist (R.H.N.), for a special event focused on how we can manage stress through proper diet and nutrition. … Read more
Four Common Questions About Long Term Care
Long-term care (LTC) is a significant and growing issue for the United States. According to the AARP, as of 2015, 41 million people were providing unpaid … Read more