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Wednesday, November 15, 2023

How would you like to be remembered?  Your answer to this question is your legacy. When I heard that the organization “Women Doing Well” was hosting a conference in Portland, OR for the first time, I did not think...

Wednesday, November 1, 2023

My parents have been married for 60 years. In their retirement, Mom takes care of the cooking and cleaning; Dad is responsible for repairing things, driving the car for errands or road trips, and scheduling time with family and friends...

Wednesday, October 18, 2023

My 93-year-old father always said that “You cannot choose your parents or your siblings, but you can always choose your spouse”. We meet someone, date them, and ultimately choose one person to spend the rest of our...

Thursday, October 5, 2023

Planning for college can be a daunting task, especially in the late stages of your child’s education.  By planning ahead, you can ensure that you make informed decisions and successfully navigate the landscape of higher...

Wednesday, September 27, 2023

“I found myself at a loss. My mind went blank when Sam passed away suddenly. I did not know what to think, let alone what to do.” ~ The words from a widowed client I recall reading the news of Dave...

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Thursday, August 31, 2023

$31,000 is the maximum amount dependent undergrad students can borrow in federal direct student loans $5,500 in year 1 $6,500 in year 2 $7,500 each subsequent year until the limit is reached You must complete the FAFSA to access the...

Wednesday, August 2, 2023

While many professionals focus on building their retirement funds and 401(k)s, as a business owner, you've likely poured your time, love, energy, and money into your business for years. You may have saved assets for retirement along...

Wednesday, July 19, 2023

What does nearing retirement mean to you? You might be ready to close your current chapter and walk into your next. You might love what you do, but want to know that you have the option to stop working, even if you choose to continue to...

Tuesday, July 18, 2023

Money is not everything. However, if we have money, we can achieve many of our dreams and goals, and solve many problems.  Think about the last time you hoped to take your child to Disneyland, surprise your parent by...

Friday, July 14, 2023

Depending on your long term goals for your child, there are many ways to save and invest.  We’ve described four common ways to save for your child’s future, whether that’s for college, wedding, first vehicle,...

Friday, July 7, 2023

It’s very common that families approaching retirement have been saving in Traditional 401(k)’s, IRA’s or an equivalent company sponsored retirement plan during their working years.  It’s been a huge benefit...

Thursday, June 15, 2023

Long-term care insurance is a topic that often stirs confusion and skepticism. Many people believe it to be unnecessary, costly, or only relevant to those already in poor health. However, understanding the realities of long-term care...

Wednesday, June 7, 2023

As the cost of higher education continues to rise, parents and families are increasingly seeking effective ways to save and invest for future education expenses. One popular option that has gained significant traction is the 529 plan....

Monday, March 13, 2023

By now, you may have already seen the headlines and with the S&P 500 being down 4.5% last week, we wanted to be sure to provide a timely, plain English response to everything going on.A little back story: Silicon Valley Bank (SVB)...

Monday, December 12, 2022

Please enjoy our year end market update presented by Nate Rhees with Alta Capital.  Nate encourages us to invest like institutional investors.  He covered:How often does the market pull back over 20%?What does the market...

Monday, June 20, 2022

Our Investment Committee has been meeting with our Investment Partners and we wanted to share with you our market outlook.

Monday, March 21, 2022

Tuesday, May 25, 2021

What you need to know about the Washington State Cares Fund The Washington State Legislature established a long-term care insurance benefit for all eligible workers to address the future long-term care crisis. To fund it, Washington...

Friday, January 22, 2021

How to Pause in a Conflict to Build A Stronger Relationship My passion is to help others build strong, deep relationships so they can have a happy life, and communicating well is instrumental to building relationships. However, even...

Tuesday, December 15, 2020

As we prepare to head into the New Year, Jeff and Alice sit down with Nate Rhees of Alta Capital to discuss what we saw in 2020, the election, and what we can expect as we look towards 2021. Please click the video below to see the full...

Monday, November 2, 2020

While many professionals focus on building their retirement funds and 401ks, as a business owner, you've likely poured your time, love, energy, and money into your business for years. You may have saved assets for retirement along the...

Friday, February 21, 2020

How NOT to build a sales team It’s every business owners dream to replicate their star sales person over and over again to grow their sales. Many times they mistakenly promote that person as a sales manager and ask them to build...

Tuesday, February 11, 2020

The SECURE Act changed post-death required minimum distribution (RMD) rules, eliminating the “stretch-IRA” for most beneficiaries. The new rule instead requires most beneficiaries to liquidate and pay tax on the entire IRA...

Thursday, June 20, 2019

Many business owners believe the act of selling their business is similar to passing the baton in a 400 meter relay: once you’re finished running, you get to relax. In reality, buyers will insist that you stay on for a transition...

Friday, June 7, 2019

If you’re trying to figure out what your business might be worth, it’s helpful to consider what acquirers are paying for companies like yours these days. A little internet research will probably reveal that a business like...

Monday, June 3, 2019

9 Warning Signs You’re a Hub-and-Spoke Business Owner If you were to draw a picture that visually represents your role in your business, what would it look like? Are you at the top of a traditional Christmas-tree-like...

Thursday, May 23, 2019

Title: How Your Age Shapes Your Exit Plan Your age has a big impact on your attitude toward your business, and your feelings about one day getting out of it. For example, one person who runs a boutique mergers and acquisitions business...

Thursday, May 16, 2019

The Hidden Goal of the Smartest Business Owners What are your business goals for the year? If you’re like most owners, you have a profit goal you want to hit. You may also have a top line revenue number that’s important to...