news & tips you can use


November 15th, 2018 |

9 Simple ways to invest in you, inc.

Don’t overlook the benefits of nurturing your career.

When you think about investing, the first thing that probably comes to mind is your financial plan. While that’s understandable, don’t…


November 1st, 2018 |

3 seemingly smart financial moves that could come back to hurt you

We all make money-related mistakes. Here’s how to avoid some common ones.

There are certain financial lessons we all tend to learn in life, like the importance of saving money…


October 10th, 2018 |

Volatility has reappeared, but don’t lose focus

Recently, the equity markets have experienced some notable fluctuations – a sharp contrast from the steady upward climb we saw in 2017. Today, concerns about rising U.S. interest rates,…


October 3rd, 2018 |

Debt after death – know what you owe and what you don’t

Almost everyone dies owing at least some debt. Sometimes it’s only last month’s ordinary bills plus final medical expenses. But there can be shocking surprises for survivors – debts…


August 27th, 2018 |

Personal 401K Plan Statement

IRS letter likely to increase use of student loan repayment options

Plan sponsors interested in helping employees deal with student loan debt as part of their defined contribution plans got a positive signal from the IRS through a private letter…


August 14th, 2018 |

More than 1 million people default on their student loans each year

More than 1 million student loan borrowers each year go into default.

Outstanding education debt in the U.S. has tripled over the last decade and now exceeds $1.5 trillion, posing a greater…


July 31st, 2018 |

Woman Working

Why do women retire early and miss maximum benefits?

Based on current life expectancy tables, a typical girl born in the United States today will most likely live until she is almost 87 years old – nearly four…


July 11th, 2018 |


New Limited Time Options for GET Account Owners

During the 2018 Legislative Session, the Legislature enacted Senate Bill 6087, which provides new account options and additional benefits for GET customers who purchased units before July 1, 2015. …


June 14th, 2018 |

Percenatges 180614

The Fed dials up interest rates by 0.25%

The quarter-point hike sets the target rate between 1.75 percent and 2 percent.

As expected, the Federal Open Market Committee (FOMC) raised short-term interest rates following its June policy meeting….


May 3rd, 2018 |

The realities of remarriage

A new union can and should change your financial picture.

For a variety of reasons, second (or third) marriages are becoming the norm. With them come blended families with ex-spouses,…


March 20th, 2018 |

Study Abroad

Studying abroad with 529 plans

Consider whether this savings account can help cover your international education costs.

While in school, many students take the opportunity to study abroad in a foreign country. 529 accounts can…


February 26th, 2018 |

Cardinal in snow

The Unofficial Guide to the American Snowbird

Yearning for warmer winters? Think about what it’d mean to leave your nest – temporarily – and establish a new one.

A different breed than the common American Retiree, Snowbirds…


January 30th, 2018 |

Education Fund

Exciting new options for your college savings

Now is a good time to review your college savings plans, to ensure your expectations are being met. This is especially true for those participating in the Washington State…


January 23rd, 2018 |

Emergency Call

Your Cell Phone Could Save Your Life – Even Without Making a Call

Who would you want contacted following a serious accident? Do you carry your emergency contacts in your wallet? Do you keep important medical information with you at all times?…


January 11th, 2018 |


Tax Act Implications for Educations Savings

Learn about the new qualified tuition expenses, gifting limits, and rollover provisions for 529 plans.

In late December 2017, the President signed new federal tax legislation that will change how…