He what? Died? Now what do I say?
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He What? Died? Now What Do I Say?

Subscribe to my newsletter. 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. Recently, I ran into the mom of my son’s elementary

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Clock Is Ticking On 2020 Tax-Saving Strategies
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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 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

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Retirement Can Be Scary
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Retirement Can Be Scary

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

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#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 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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Latest on PPP Loans 6-11-2020
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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 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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