When Is an IRA Roth Conversion the Right Thing To Do?
Deciding when an IRA Roth Conversion is the right thing to do is a challenging decision. At best, an IRA Roth conversion strategy is an …
Flat Fee Fiduciary Financial Advisor
Big news. As of 2022, we are now a Flat Fee, Fee-Only Fiduciary Financial Advisor. We’ve always been a Fiduciary Financial Advisor. We’ve always been …
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 …
Retirement 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 …
Will 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”. …
Financial 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 …
Not 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 …
Start 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 …
Protect 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 …
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 …
Clock 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 …
#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 …
Life & 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 …
PPP 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 …
Ep. 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 …