Blog
What you need to know about Student Loans
$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...
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Women's Wealth Wisdom: Business Owner
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...
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Women's Wealth Wisdom: Nearing Retirement
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...
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Women's Wealth Wisdom Series
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...
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How should I save or invest for my child’s future?
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,...
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10 Quick Late-Stage College Planning Tips
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...
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Should you consider a Roth Conversion?
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...
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Understanding Long-Term Care Insurance
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...
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What You Need To Know About 529 Plans
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....
Read MoreSilicon Valley Bank collapsed, bank stocks crashing, what does this all mean?
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)...
Read More2022 Year End Market Update- Nate Rhees, Alta Capital
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...
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BPG Market Update- Recession, Stocks, Bonds
Our Investment Committee has been meeting with our Investment Partners and we wanted to share with you our market outlook.
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Attn Washington Residents: What you need to know about the WA Cares Fund
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...
Read MoreThe Power of “PAUSE”
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...
Read MoreYear End Market Update-Nate Rhees, Alta Capital
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...
Read MoreFinancial Freedom Through Business Transition
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...
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How NOT to build a sales team
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...
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How your beneficiary can stretch your IRA post SECURE Act
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...
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Planning to sell your business? How to answer THE most important question
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...
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One Tweak That Can Instantly Increase The Value Of Your Business
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...
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9 Warning Signs You’re a Hub-and-Spoke Business Owner
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...
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How Your Age Shapes Your Exit Plan
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...
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The Hidden Goal of the Smartest Business Owners
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...
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