Planning matters

Understanding Inherited Assets

Inheritance – no matter the size – can have a substantial impact on you and your family’s financial status. According to a 2015 HSBC survey, American retirees expect to leave an average of $177,000 to their heirs. What should you do when you receive an inheritance? If you receive an inheritance, in most cases, you…

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Multiple Generations Under One Roof, Now What?

If you think you know more people that live with multiple generations under one roof, you’re not mistaken. Despite improvements in the U.S. economy and the lowest unemployment rate in decades, the number of Americans living with more than one generation under one roof was one-in-five as of 20161. Many of our clients are asking…

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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 retire. Does that mean everyone needs a strict budget? Not necessarily. However, I would argue that everyone needs spending awareness. Before my husband and I purchased a house, I…

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Sunrise Over Cairo

It’s 4:00 am when my flight home leaves Egypt and the sun slowly rises over Cairo. Seeing the sun rise at 30,000 feet left me with a reminder that altering my view can shift my perspective. I love living in the Pacific Northwest but having the privilege of experiencing domestic and international travel the last…

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2020 Social Security Benefits

Take a look at how Social Security benefits have changed. Use the below infographic to help you plan for the coming year, and to learn a little more about retirement benefits and taxes.

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