Congratulations to *Tri-Cities hometown hero General James Mattis and his new bride Christina Lomasney. My advice for newlyweds. Love and Marriage The Tri-Cities’ beloved retired four-star general, hometown hero Jim Mattis, has married for the first time. Huzzah! His wife, Christina Lomasney, is an entrepreneur-executive at Pacific Northwest National Laboratory. These newlyweds, whom I do not know personally, arguably have …
We have big news. We are now a Flat Fee Fiduciary Financial Advisor. As of April 2022, we are now a Flat Fee Fiduciary Financial Advisor. We’ve always been a Fiduciary Financial Advisor. We’ve always been a Fee-Only Financial Advisor And now we’ve become a Flat Fee Advisor. What Does Being a Flat Fee Fiduciary Financial Advisor Mean? It …
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 my financial advice coming from a fiduciary, someone bound by law (not hopes, dreams or a prayer) to put my interests first? Subscribe to my newsletter. I say 𝑯𝒆𝒍𝒍 𝒀𝒆𝒂𝒉! And you should get it …
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 festivities, you were scurrying away in your home office, creating spreadsheets and gathering documents for the upcoming tax season. Or not. If you did, hopefully, you had a glass of celebratory champagne in your hand! …
How to protect your kids from Reddit, Robinhood, and other social media sites encouraging reckless trading. Subscribe to my newsletter. Online trading has become riskier. Teach them how to protect themselves. It has become society’s newest form of gambling for young adults in our society. This is in part due to the rise of commission-free trading by brokerages, as …
He 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 and lately, the death of the life as we once knew it pre-COVID. Subscribe to my newsletter. Recently, I ran into the mom of my son’s elementary …
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 tax year 2020 has been! In this blog, I talk about urgent 2020 tax-saving strategies that can still be taken advantage of before the New Year’s ball drops. COVID-19 Related Distributions and Retirement Plan Loans …
Retirement Can Be Scary Forget about presidential elections and Halloween. Retirement can be scary. Overcoming fears related to retirement and your money takes courage. You can download a self-help course called ” Courage, Risks and Rewards” to help to overcome your fears. Go to my home page and click on the BIG purple/pink button to get your copy. Follow me …
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 of market fluctuations. Diversify, don’t put all your eggs in one basket. Select quality low-cost globally diversified investments. Seek out a fiduciary professional to support the financial side of your life. All great advice, especially …
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Ep. 34 – 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 got the chance to sit with my dad, JimFurubotten, just before Father’s Day 2020 to talk about his memories and things he learned during his 8 decades on this planet. Watch this …
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 a listen. Subscribe to my newsletter. Here’s a summary of important PPP Loan changes. Business Impact NW is a great resource for Washington Businesses. ✔️ Extended “covered period” (loan use period) for loan forgiveness from …
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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 benefit from. Subscribe to my newsletter. But it is even more so a woman’s issue. Why? Two reasons. Women are oftentimes the caregiver for their spouses. And because women frequently outlive their spouses, there is …
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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 mean getting back together with Luke Minor and Jackie Ferrado from the Washington 529 College Savings Plans. I’ve checked in on the Washington 529 College Savings Plans for the last two years as my own …
Today is April 10, 2020. Happy Good Friday Everyone. Going Live To “Set You Up For Financial Success” Experiment Two-Week Wrap Up. I’ve been doing Facebook Lives every weekday at 11:35 am for 2 weeks now and plan to continue for the time being. I was hoping to be able to the same on LinkedIn, but they haven’t allowed everyone …
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Ep. 31 – What’s Happening with Mortgages and Refinancing Right Now with Brian Cook, Peak Mortgage Mortgages and refinancing, what’s happening right now with them in the midst of the coronavirus pandemic, market crisis and pending recession? “Stay Home, Stay Healthy” has been the order for about 4 weeks. But that isn’t stopping people from taking advantage of some of …
