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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 movies.

 

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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 will tell you that owning is…

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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 a row that older Americans will…

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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 a Required Minimum Distribution by the…

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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 will open a new, more traditional…

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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 in green homes for the health…

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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 do we protect ourselves in a…

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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 him or her on your knee,…

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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 and me.  We consider ourselves pretty…

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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 planning documents to passports and photos…

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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 remodeled every house we’ve lived in,…

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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 surprise you.

Wealth alone cannot buy a…

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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 Roosevelt

“Politics is the art of looking…

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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 own perspectives on such issues as…

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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 industry tends to throw around:

Money…

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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 throw around:

401(k):  Employer-sponsored plan that allows…

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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 Dow and the S&P 500 as…

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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 kids with a huge medical bill…

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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 new laptop that has mid-range capabilities….

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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 a major life event, illness or…

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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 by our office to help us…

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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 filing duties.

It’s tax time. And as…

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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 of money.

CPI – the Consumer Price…

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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 to navigate the course. When seas…

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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 effect of sudden wealth and the…

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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 D.C. celebrates Emancipation Day on April…

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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 your form in the mail, it’s…

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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 Week kicks off, now is…

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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 this magnitude.

The first three trading weeks…

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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 strategies in place that prepare you…

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