News

Retirement Planning 101: A Guide to Saving for the Future

Many of us know that retirement planning is important, and the basic concept of it seems pretty simple. When it comes down to getting serious about it, retirement planning can become overwhelming. Most Americans between the ages of 40 and 60 have less than $100,000 set aside for their golden years as reported by a TD Ameritrade Survey. With the…

Video Blog #3: Business Owners Thoughts – Life Insurance, Buy / Sell Agreements, 401k, Taxes

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual.

Investing in Your Health Now Can Help Your Wealth Later

Recently a couple of different studies conducted in both the medical and financial fields have discovered a link between physical health and financial health. The studies have found that people that give attention to their physical health seem to have a healthier financial portfolio and that these two have profound impacts to the future health of each. How Health and…

Options for Passing Your Family Home Down to Your Children

It is not uncommon to want to pass a home full of fond family memories down to your children and keep it in the family for future generations to enjoy it in the same way that you did. To fill it with their family and continue creating warm memories. When you get down to the logistics of actually passing on…

The Fed Plans to Keep Interest Rates Low Until Inflation Catches Up

Federal Reserve Officials are planning to keep loan interest rates historically low and near zero through at least 2023. This is a tactic to hopefully help the rest of the economy back to full strength after the recession caused by the pandemic brought things to slump. All of this was communicated in their September policy statement and economic projections released…

Video Blog #2: Business Owners Thoughts – Life Insurance, Buy / Sell Agreements, 401k, Taxes

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual.

Today’s Retirement Plans Could Use a Shift from the 4 Percent Rule

Back in the mid-90’s the rule of thumb for retirement planning was the Four Percent Rule. This rule was authored in 1994 by a financial advisor, basically stating that retirees should plan to withdraw about four percent from their retirement funds per year to live on with an inflation adjustment each year. This was projected to create a livable retirement…

Video Blog #1: Stock Market Opportunities, Inflation, Risk Tolerance

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual.

The Public Long-Term Care Insurance Program

Washington became the first state to set up a public Long-Term Care (LTC) Insurance program to help offset the costs for all its residents.

June: The Great Outdoors Month

June – what a wonderful month to spend time outdoors, especially for those of us lucky enough to be living in the great state of Washington with so many world-class outdoor recreational opportunities. The past few months have been rather difficult for everyone since many Washingtonians had to “Stay Home, Stay Healthy” to assist in minimizing the spread of COVID-19.…