Planning Matters
We share our financial planning knowledge and advice because it’s the right thing to do.
The Impact of Giving Circles
Likely you’ve heard the term “giving circle” – it’s a collective philanthropy term that’s become something of a buzzword lately. However, this is...
Introducing Ripple Impact NW: A Confluence of Values, Experience and Community Need
“If you want it, save your pennies.” This is the phrase I heard as a child when I asked for something not necessarily expensive, but not...
Spring: A Season to Prep, Plan and Plot
The first weekend in March marked the 13-year anniversary in our current home. Luckily, the weather was pre-spring perfect, so I celebrated by...
Is a Retirement Community Right for You?
Seniors planning to move into continuing care retirement communities expect to enjoy amenities such as libraries, fitness centers, and dining...
Health Care Costs in Retirement
Having enough money to pay for medical expenses in retirement is an important component of your overall financial picture. Being aware of...
10 Tips for Managing Your Holiday Spending
As we gear up for another holiday season, you may be looking for some tips on how to keep your spending in line with your goals and stay focused...
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