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
Content updated as of May 12, 2022 Concerned about how inflation affects your finances? Look to historical data to quell
Our role as client advisors is to simplify our clients lives by providing thoughtful and quantifiable solutions to issues/obstacles faced
Congratulations to Erik Morgan, Kim Hansen and their team for their recent recognition as the #1 Advisor in Washington state.
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When Are Roth Conversions Appropriate?While there are regulatory requirements that dictate contribution eligibility for both Traditional and Roth IRAs, Roth Conversions are available to anyone who owns assets in a Traditional IRA.
Distributing Company Stock from a 401(k) & the impact of Net Unrealized AppreciationIn this article, we explore the Net Unrealized Appreciation tax strategy to help mitigate the potential tax impact of employer stock when it is distributed from a retirement plan.
Protecting Your Business from the UnexpectedMany business owners are so invested in the business that they do not think about a succession plan until they approach retirement. Succession planning is not just for retirement, however. What would happen to your business if you were suddenly to pass away or become disabled?
The Basics of Social SecurityOne of the most common questions we hear from clients nearing retirement is, “When should I ﬁle for Social Security?” While there is no ‘one size ﬁts all’ answer to this, understanding the basics can help you make an informed decision.
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A Guide to Tax and Estate Reform: What to Know and How to Prepare
Recently proposed federal legislation including President Biden’s American Families Plan and Senator Bernie Sanders’ For the 99.5% Act has promptedWatch now
Concentrated Stock: Understanding the Associated Risks
Previously recorded on November 2, 2021, our recent webinar, we address the question, “why is selling so difficult?”. In short,Watch now
Financial Foundations for Young Adults Session 1: Understanding Your Financial Foundation
High-level money management topics to help young adults learn the skills needed to understand good financial habits and basic investmentWatch now
Financial Foundations for Young Adults Session 2: Growing Your Financial Future
In this two-part webinar series, we’ll address high-level money management topics to help young adults understand the skills needed toWatch now
Introduction to Estate Planning
What to consider now and in the future Build on your fundamental knowledge of Estate Planning and feel better preparedWatch now