What to Do During a Market Decline
Subscribe to my newsletter. When times are turbulent, it is hard to know what to do during a market decline. I will give you 4 …
Read MoreRetirement Can Be Scary
Forget about inflation, elections and Halloween. Retirement can be scary. Overcoming fears related to retirement and your money takes courage. What retirement fears do you …
Read MoreWill My Taxes Go Up Or Down In Retirement?
Sneaky sneaky, asking such a loaded question, when everyone knows the answer to will my taxes go up or down in retirement is, “It depends”. …
Read MoreFinancial Advice For Newlyweds, Even Generals, PNNL
Congratulations to *Tri-Cities hometown hero General James Mattis and his new bride Christina Lomasney. My financial advice for newlyweds. Love and Marriage The Tri-Cities’ beloved …
Read MoreFlat Fee Fiduciary Financial Advisor
We have big news. As of April 2022, we are now a Flat Fee, Fee-Only Fiduciary Financial Advisor. We’ve always been a Fiduciary Financial Advisor. …
Read MoreNot All Financial Advice Is Created Equal
In 2022, not all financial advice is created equal. But most consumers don’t know that. 😞 You might want to ask yourself, do I want …
Read MoreStart Year On Right “Financial” Foot by Considering These 5 Strategies
What a spectacular end to 2021, the parties, the fireworks, Covid omicron surges. Subscribe to my newsletter. Perhaps as an alternative to New Year’s Eve …
Read MoreProtect Your Kids From Reddit, Robinhood
How to protect your kids from Reddit, Robinhood, and other social media sites encouraging reckless trading. Subscribe to my newsletter. Online trading has become …
Read MoreHe What? Died? Now What Do I Say?
In a pandemic and pretty much in life, people are dealing with grief at some level every single day. Death, divorce, loss of a job …
Read MoreClock is Ticking on 2020 Tax-Saving Strategies
Subscribe to my newsletter. Many of these 2020 tax-saving strategies expire December 31st. Year-end is the perfect time to do tax planning. And what a …
Read More#1 Threat To Your Investment Success
Subscribe to my newsletter. There is the obvious advice that certainly you’ve heard again and again. Set clear and realistic long-term goals. Keep investing regardless …
Read MoreLife & Money Lessons From Dad
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Life & Money Lessons From Dad, Special Father’s Day Edition Life and money lessons from Dad. A girl’s dad is a pretty special person. I …
Read MorePPP Loan – Major Update
PPP Loan Update Today is June 11, 2020. There is a major PPP loan update that means more time and more flexibility for businesses. Take …
Read MoreEp. 33 – Plan for Long-Term Care, Protect Your Nest Egg
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Ep. 33 – Plan for Long-Term Care, Protect Your Nest Egg Long-term care and estate planning are two financial life planning areas that everyone can …
Read MoreEp. 32 – Washington 529 College Savings Plan – Post Covid-19
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Ep. 32 – Washington 529 College Savings Plan – Post Coronavirus – What’s New, What’s The Same Washington 529 College Savings Plans update…Springtime seems to …
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