WA Paid Family Leave – Things to Consider Before Filing
About one year ago, a new benefit was made available to most people who work in the State of Washington: Washington Paid Family & Medical Leave...
Jan 19, 2021
Patricia Spies, CFP®, MBA
Welcome to the world, little one! A look at the financial decisions with a new addition to the family
Becoming a parent brings with it so many new things to figure out. How to care for your new baby, teach them about life and raise them. While I...
Spending Awareness
As we’ve spoken about previously in What’s the Magic Number?, in many ways your spending is key to meeting financial goals or even being able to...
What’s the “Magic Number”?
Often people have an idea there is a “magic number” they need to save for retirement to be a reality. While savings goals are great, the ability to retire is much more closely tied to a different number: Monthly Expenses!
Inheritance – Part 3: Property
In Part 1 and Part 2 we discussed inheritance for both Qualified and Non-Qualified investment accounts. For Part 3, we’ll take a look at some things to think about when you are leaving or inheriting property, such as homes, cars, land, art or jewelry…
Inheritance: Non-Qualified Investments
Three weeks ago, in Part 1 we discussed inheritance from qualified accounts. Let’s continue this conversation with non-qualified accounts. Accounts are considered non-qualified if they do not qualify for any type of tax-exempt status. The two types of non-qualified investments…
