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

20 Questions To Ask Your Financial Advisor

Posted on August 5, 2022August 5, 2022

Choosing a financial advisor can be a daunting process. You’re looking for a professional to delegate the day-to-day management of your portfolio of assets. You want to feel secure knowing that the people and the company with whom you choose to partner reflect your values and are willing to take the time to understand you […]

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 […]

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