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"The Bishop's Piece"

How to Effectively Use an Annuity

Nov 19, 2018
Categories
Annuities
Annuities come in many different shapes and sizes but at the foundation they are an insurance product that issues some...
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Double Up Tax Strategy

Oct 23, 2018
Categories
Tax Planning
We are in the last quarter of the year now and the holiday season is right around the corner. People are preparing by...
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Is Diversification Dead?

Sep 17, 2018
With recent wide performance differences between stocks (16.07%) vs. bonds (-4.00%), US (16.07%) vs. Non-US (-1.61%)...
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Active vs Passive Investing Debate

Aug 8, 2018
Categories
Investing
In my 13 year career as a financial planner I have not typically condemned certain products. All products have a purpose...
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money plant

What is Sustainable Investing?

Jul 2, 2018
Categories
Sustainable Investing
Sustainable investing is the idea that businesses can provide a net benefit to our society through their services or...
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How to Reduce your Tax by Picking the way you Calculate Cost Basis

Jun 11, 2018
Categories
Tax Planning
A simple way to reduce your tax liability can be to change how you calculate your cost basis on holdings that you sell....
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How to Take Advantage of the Tax Changes

May 11, 2018
Categories
Tax Planning
With the new tax law comes lower taxes for some but it also changes the way you need to approach charitable giving if...
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How to Have Your Portfolio Last an Additional 7.5 Years

Mar 1, 2018
Most financial articles and research focus on the accumulation stage of retirement planning, involving what fund to...
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Consider Tax Loss Harvesting for Additional Return

Feb 15, 2018
The markets, represented by the S&P 500, had a wild ride last week, dropping over 10% for the first time in a while....
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Should you use Taxable or Tax-Free (Municipal) Bonds

Jan 26, 2018
Bonds come in many different shapes and sizes but one important aspect of them is their taxation. Some bonds pay a...
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Don’t Forget About the ROTH Conversion!!!

Jan 18, 2018
When the new tax law was passed, it included a provision that got rid of recharacterizations of ROTH conversions. The...
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To IRA or To ROTH? That is the Question.

Jan 10, 2018
One of the most frequent questions I get asked is if someone should contribute to an IRA or a ROTH. This is a great...
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Prentice Financial Planning, LLC  (“RIA Firm”) is a registered investment adviser located in Olympia, WA. Prentice Financial Planning, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Prentice Financial Planning, LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Prentice Financial Planning, LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Prentice Financial Planning, LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Prentice Financial Planning, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Prentice Financial Planning, LLC, please contact the state securities regulators for those states in which Prentice Financial Planning, LLC maintains a registration filing. A copy of Prentice Financial Planning, LLC’s current written disclosure statement discussing RIA Firm Name’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Prentice Financial Planning, LLC upon written request. Prentice Financial Planning, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Prentice Financial Planning, LLC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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We are dedicated to providing advanced wealth management strategies that are right for you. Simply put, we strive to be our client's trusted advisor.

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