Imagine being a professional golfer and teeing up for a shot using just a whiffle ball: such a waste of

Empowering our clients with insights and resources from our team of advisors, partners, and thought leaders.
Imagine being a professional golfer and teeing up for a shot using just a whiffle ball: such a waste of
Effective January 1, 2022, Washington has implemented a 7% tax on the sale or exchange of capital assets resulting in
While insurance can be an important risk management tool, determining how much and what types of insurance are needed can
Passed in December 2022, the SECURE Act 2.0 builds upon the SECURE Act of 2019, creating more opportunities for enhanced
The IRS announced tax relief for California storm victims under the federal emergency declaration. This relief includes additional time to
Understanding the tax advantages related to charitable contributions can help you decide how and when to give. While there is
In 2019, the ‘Setting Every Community Up for Retirement Enhancement’ (SECURE) Act had an enormous impact on how inherited IRAs
What Is It? The FAFSA stands for Free Application for Federal Student Aid. It is a form used to apply
College is more than a place of formal education. It is also a time for young adults to become financially
Market volatility offers an opportunity to discuss a planning technique known as “tax-loss harvesting” which can be used to reduce
Introduction These days, it feels like risk is everywhere. High gas prices, supply chain woes, rising interest rates, geopolitical tension
The one universally known thing about Medicare is that it’s complicated. Part A, Part B, Medicare Advantage (Part C), Part
There is always a feeling of unease when the markets become volatile. Volatility can be created by any market event
Families with significant assets have concerns about passing them along to the next generation. Will the next generation be responsible,
The Washington Cares Fund (previously known as the “Washington Long-Term Care Trust Fund Act”) imposes a payroll tax of $0.58
Recently proposed federal legislation including President Biden’s American Families Plan and Senator Bernie Sanders’ For the 99.5% Act has prompted
Previously recorded on November 2, 2021, our recent webinar, we address the question, “why is selling so difficult?”. In short,
High-level money management topics to help young adults learn the skills needed to understand good financial habits and basic investment
In this two-part webinar series, we’ll address high-level money management topics to help young adults understand the skills needed to
What to consider now and in the future Build on your fundamental knowledge of Estate Planning and feel better prepared