Alan Lakein wrote, “Planning is bringing the future into the present so that you can do something about it now.” Estate planning is no different. It can be a difficult topic because no one wants to talk about end-of-life scenarios although it is an inevitable eventuality. Chances are you’ve completed your estate planning process but […]
Our Blog: The Bishop’s Piece
Gifting Strategies
Elder Abuse Awareness Month
WA State Long Term Care Payroll Tax
Delaying Social Security Benefits to get a Better Return
Asset Location and Tax Efficient Investing
Using the Correct Retirement Plan Assumptions
Recap on the CARES Act
The biggest stimulus package to ever be signed into law happened Friday, so I wanted to write a quick recap of some of the items that will affect many of my clients. This is not an exhaustive list by any means, but will give your average individual an understanding of how they might be able […]
Do a Portfolio Review!
A traditional stock and bond portfolio has done well over the last decade, but with valuations for US stocks at historical highs and bond yields at historical lows it may be tough for the same portfolio to repeat in the next 10 years. Now is a great time to review your portfolio to see if […]
The SECURE ACT
Just this past month congress passed the SECURE act, which is one of the biggest rule changes I have seen to retirement planning since I began in the industry. In total it is the right direction to help and incentivize people to plan for their futures, but more will definitely need to be done. Here […]