Planning Matters.

A Widow.

I don’t even like the term.

I can’t be, can I? I’m too young to be a widow.

It often doesn’t feel or seem real, but then reality jumps out and blocks my path like a brick wall. Immobilizes. Hard to move forward and no place to go backwards.

After a decade of battling Cushing’s Disease, my husband Robert of 37 years passed away in November of 2015. Following are lessons, insights, and advice learned.

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Happy Birthday? Retirement Decisions at 55+

If you will be hitting a “milestone” birthday soon, you’ll have some decisions to make (in addition to what you should plan to wish for when you blow out the candles). Some of these choices can’t be changed later. Rather than waiting to evaluate your alternatives at the time you need to choose, it’s smart to start thinking about them now.

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Gridlock on Capitol Hill: What Markets are Conveying

Asset class performance in 2017 is significantly different than during the period from Election Day through year-end 2016. What are markets conveying?

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Imagine If This Were You. . . .

Over the years, we’ve had the privilege of guiding clients through all kinds of financial situations, both pleasant and difficult. No matter the course, our aim is to provide clients with thoughtful solutions that will help them move toward their ultimate goals.

We created this hypothetical case study to highlight a common financial challenge individuals and families may encounter, and to show various ways we would address the issues.

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Vancouver Business Journal Gives Tribute to Johnson Bixby

Did you happen to catch the recent article featured in The Vancouver Business Journal about Johnson Bixby?

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