Our Blog: The Bishop's Piece - Prentice Financial Planning, LLC

Six Birthdays To Know For Financial Planning

Posted on June 14, 2022June 14, 2022

“Happy Birthday To You! Happy Birthday To You! Happy Birthday dear investor! Happy Birthday To You!” As the calendar pages continue to turn, it may be useful to have a list of birthdays that affect your financial life. 50 Fifty is an exciting birthday year. At 50 you are able to make “catch-up” contributions which […]

It’s Time To Review Your Estate Plan

Posted on March 23, 2022March 23, 2022

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 […]

Gifting Strategies

Posted on August 12, 2021March 9, 2022

Elder Abuse Awareness Month

Posted on June 14, 2021April 1, 2022

WA State Long Term Care Payroll Tax

Posted on April 22, 2021March 9, 2022

Asset Location and Tax Efficient Investing

Posted on September 10, 2020December 7, 2021

Using the Correct Retirement Plan Assumptions

Posted on July 7, 2020April 1, 2022

Recap on the CARES Act

Posted on March 30, 2020December 7, 2021

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!

Posted on February 24, 2020December 7, 2021

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 […]

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

There are no warranties implied.

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.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.