Planning matters

New Job, New You! Are Your Finances Ready?

Leaving one job for a new one? Or perhaps you are returning to the workplace after time at home. New jobs can bring with them lots of excitement, opportunity and…..decision making! It’s important to look at the many financial decisions that occur in this time of transition; understanding the ramifications of leaving one job and…

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Learn the A-Zs of Paying for College

Navigating college financial aid is easier when you have a guide. We’re here to help you understand your options. Learn the A-Zs of Paying for College from Financial Aid Expert Monica Santos-Pinacho from Washington State University Vancouver our next Ripple Event at 4 pm on Thursday, Sept. 30. If you or a loved one are…

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The College Conundrum

For decades the traditional four-year college was touted as an excellent way to achieve the American Dream, but is that still the case? With mountains of student debt, sky-high tuition, and the ongoing threat of pandemic campus closures, how do you know if it’s right for you or your loved ones? Let’s explore a few…

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A Charitable Giving Experience

Charitable giving is an important part of the financial picture for many of our clients. Whether you have an annual giving plan in place, or want to establish one, our team will help review strategies that might be more tax efficient or flexible according to your wishes. It’s also helpful to understand your role as…

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Time, Goals and Dreams

Lately, I’ve been reflecting about time and how it seems to fly by. It’s been one year since my son was born! June also marks the time I look at the goals I’ve set for the year and check in on my progress. One important aspect of setting a goal is giving yourself a deadline….

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