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
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
Life’s Financial Summit: Planning Your Climb
I live a short car ride away from an off-leash dog park that sits on the windy shores of Puget Sound here in the Pacific … Read more
The CARES Act: Key Highlights of the Stimulus Package
On March 27, 2020, the Coronavirus Aid, Relief, and Economic Security Act, or CARES Act, was passed in an effort to provide economic relief to … Read more
The Art of Rewiring
When I first started this piece, I was focused on bringing to light the psychology of retiring or “rewiring” as a good friend of mine … Read more
The SECURE Act in a Nutshell: What You Should Know
While most Americans were putting the finishing touches on their 2019 holiday preparations, the federal government put a bow on the SECURE (Setting Every Community … Read more
So You’re Thinking About Retiring? Here Are 10 Things To Consider First.
Retirement Checklist So, you’re thinking about retiring? Good for you and congratulations on a lifetime of hard work! Before you make the big leap, there are … Read more
Strategies to Protect Your Wealth at Every Stage of Your Life
“How do I protect what I already have?” It’s a wealth management question we hear every day. After all, you’ve worked hard to gain what … Read more
4 Ways to Save Your Retirement From Lifestyle Creep
As we become more financially successful, many of us may find ourselves living large without quite knowing how we got there. Sometimes we find that … Read more
Case Studies For Business Owners
Every situation is different. Every story is different. That’s the challenge — and the thrill. Here are three hypothetical* stories about three business owners and … Read more
Longer Retirement: The Impact of Longevity on Your Financial Life
With the constant advancements in science and technology, Americans are living longer. Our average lifespan has increased approximately two years per decade over the last … Read more