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December 30th, 2016 |

Cutting the cable

Learn how the television industry is affected by consumers having dozens of convenient and inexpensive options to view their favorite shows and…

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December 22nd, 2016 |

Rent vs Own

A topic that comes up between my friends and I is whether or not renting or buying is the best option.  Traditionally people…

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December 16th, 2016 |

$4 a month? Social Security recipients to get tiny increase

Millions of Social Security recipients and federal retirees will get a 0.3 percent increase in monthly benefits next year, the fifth year in…

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December 9th, 2016 |

Happy spending

If you are 70 ½ years of age and have a Retirement account, or an employer-sponsored retirement plan you are subject to withdraw…

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December 2nd, 2016 |

Washington’s 2 college savings plans could open next summer

The committee that manages Washington’s prepaid tuition program is planning to accept college savings again in 2017, around the same time the state…

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November 30th, 2016 |

Home, green home

Home, green home

Going green is a long-time trend that is only getting stronger. A 2013 study by McGraw-Hill Construction showed that 55% of respondents were interested…

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September 30th, 2016 |

What to do if you’ve been hacked

One of the topics in this week’s presidential debate regarding cyber security always raises questions about this issue in our own lives.  How…

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September 23rd, 2016 |

Five tips for first-time grandparents

Your daughter recently welcomed her first child – your first grandchild – and you’re already in love. You envision festive holidays spent together, bouncing…

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September 16th, 2016 |

Add discipline to your good money habits

As I approach my 30th birthday I’ve started to think more and more about what the future will look like for my wife…

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September 9th, 2016 |

When it’s in the Vault, we’ll know where to find it

Vault is a secure online tool where you can upload, store and organize digital copies of vital documents – from financial statements and…

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September 2nd, 2016 |

When you and your spouse see retirement differently

My husband has been retired since 2013 and enjoys spending time doing the things he enjoys.  He’s a handyman at heart and has…

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August 26th, 2016 |

Where your retirement money goes

As you consider a long, happy retirement, give some thought to the largest aspects of your budget.  Where your money actually goes may…

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August 18th, 2016 |

Politics or political theater?

Which of these most closely represents your thoughts on the political process?

“The government is us; we are the government, you and I.” Theodore…

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August 8th, 2016 |

Startup couples

When I got married, my husband and I took a series of marriage preparation classes.  The topics were very beneficial in clarifying our…

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July 28th, 2016 |

Financial Terms2

Financial terms defined – Part 2

This week we continue our list of financial terms and definitions to help clarify some of the more confusing terms the financial…

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July 12th, 2016 |

Financial terms defined – Part 1

Below is a list of financial terms and definitions to help clarify some of the more confusing terms the financial industry tends to…

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June 29th, 2016 |

The UK’s vote to leave the EU: What happens now?

The stock and Bond markets around the world have been volatile over the last few days. We have seen larger movements in the…

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June 21st, 2016 |

Why filial laws are a ‘sleeping giant’ that could prompt long-term-care planning

For those stubbornly objecting to engage in long-term-care planning, here’s a point that could drive home its importance: They could inadvertently stick their…

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May 31st, 2016 |

The changing face of technology & its investing implications

It is amazing how far computers have come in the last thirty years. I have thought about this recently since I bought a…

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May 3rd, 2016 |

Aging: Panicked or Prepared?

Stop kicking that can down the road and get prepared by planning for you or your loved one’s future in case of…

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April 15th, 2016 |

Reminder: Please join us April 19th for a shredding party!

Taxes are due on Monday, April 18th—just 3 days away! On Tuesday, April 19th, lighten your paperwork load and bring your old documents…

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April 5th, 2016 |

Double-check before filing your IRS return

It may seem like common sense, but going back over the information you enter may be the most important part of  your tax…

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March 31st, 2016 |

Useful information for your budget projection in 2016

Inflation vs. consumer price Index CPI

Inflation has been defined as a process of continuously rising prices of a continuously falling value…

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March 15th, 2016 |

Investing with a long term plan instead of reacting to the market

The rudder on a boat lets you steer your course but it is only as good as the direction that you have plotted…

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February 24th, 2016 |

Creating an inheritance that lasts generations

Preparing your heirs for sudden wealth can help prevent unwise spending.

If you have wealth to transfer, you may worry about the sometimes adverse…

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February 17th, 2016 |

2016 income tax deadlines and IRA contributions

April 18th is fast-approaching. That’s right—this year your tax deadline is April 18th; not the 15th. The reason for this is that Washington…

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February 5th, 2016 |

Tax season – owing vs. receiving

February 1 marked the deadline for employers to have provided their employees with their 2015 Form W2’s. If you have yet to receive…

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January 28th, 2016 |

Seven steps to smarter saving

Important ways to save in 2016 and beyond.

Americans, as a rule, don’t always save as much as we should. As America Saves…

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January 22nd, 2016 |

Market pullbacks need perspective

Despite a volatile start to 2016 with headwinds facing the market, long-term investors should remember that it is normal to see pullbacks of…

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January 14th, 2016 |

Eleven ways to help yourself stay sane in a crazy market

Keeping your cool can be hard to do when the market goes on one of its period roller-coaster rides. It’s useful to have…

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