“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 […]
Our Blog: The Bishop’s Piece
It’s Time To Review Your Estate Plan
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
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 […]