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 […]
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 […]
Investing in Your Health Now Can Help Your Wealth Later
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 […]
Today’s Retirement Plans Could Use a Shift from the 4 Percent Rule
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual.
Video Blog #2: Business Owners Thoughts – Life Insurance, Buy / Sell Agreements, 401k, Taxes
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 […]
The Fed Plans to Keep Interest Rates Low Until Inflation Catches Up
Most of us like to believe that our parents will always remain the strong and vibrant individuals we remember from our childhood. It’s not easy to accept that one day we may have to take on the role of our aging parents’ caregivers. However, it is a fact of life that many of us will […]
Three Important Considerations When Caring For Aging Parents
On May 13th, 2019, Governor Jay Inslee signed the law that would make Washington the first state in the U.S. to establish a program to help offset the costs of long-term care (LTC). The program provides Washingtonians with a lifetime benefit of up to $36,500 to pay for the long-term care costs of individuals who […]
Washington State’s Public Long-Term Care Insurance Program
Summer is a spectacular time of year to spend time outdoors. Washington state is blessed with outdoor recreational opportunities for just about anyone. After having to spend most of our time indoors due to “Stay Home, Stay Healthy” in order to help our state limit the spread of COVID-19, we all deserve some time in […]
What Better Place To Spend Time Outdoors Than Washington State?
On December 19th, 2019, the U.S. Senate approved a bill called the Setting Every Community Up for Retirement Enhancement Act or the SECURE Act which became law on January 1st, 2020. This bill includes significant provisions to improve the state of retirement security for all Americans by helping you gain increased access to tax-advantaged accounts […]