Planning Matters
We share our financial planning knowledge and advice because it’s the right thing to do.
Spring (Financial) Cleaning is in the Air!
Spring is in the air! A time to clear the cobwebs, organize the closets, and toss out the clutter. It’s also a great time to dust off and review...
Tips to Boost Your Savings
Whether you recently drained your savings enduring pandemic related expenses, or are simply looking for easy ways to save more – we have tips for...
What Are You Retiring To?
Have you imagined the first day you get to wake up and not worry about work or your career? Imagining this magical day, known as the “first day...
Unexpected Consequences
The COVID-19 pandemic has changed the world we live in, and not necessarily all for the negative. With the one-year anniversary of the first...
Punxsutawney Phil and your Financial Planner
Today marks Groundhog Day, the only day of the year where we relinquish our meteorological forecasting to a precocious rodent. Punxsutawney Phil,...
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...
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