Planning for a Liquidity Event. It is Life Changing

Planning for a Liquidity Event. It is Life Changing

A liquidity event, such as an IPO or acquisition, is a huge accomplishment for any business.  It is extremely satisfying to see your hard work pay off. Yet, as exciting as this time may be – it also brings a lot of questions regarding what’s next. Now more than ever you need a thoughtful financial plan that encompasses your long-term financial and personal goals.  Here are a few question...
Do I Qualify for the Public Service Loan Forgiveness Program (PSLF)?

Do I Qualify for the Public Service Loan Forgiveness Program (PSLF)?

The Public Service Loan Forgiveness (PSLF) program has been helping federal student loan borrowers get their loans forgiven since 2007. The program required 120 qualifying payments which is 10 years of service. After completing 120 qualifying payments, the idea was that all remaining loans would be forgiven without any taxes. In the last few years, we started to notice that the program was much harder to use than it s...
How Do You Opt-Out of Washington State’s Long-Term Care Tax?

How Do You Opt-Out of Washington State’s Long-Term Care Tax?

Update as of January 25, 2022 The Washington state House has voted to delay the implementation of the WA Cares Fund. What does this mean for you? Here is what we know now: Employers will not begin withholding tax until July 1st, 2023. The tax has not been repealed it has been delayed. This means that if you purchase...
Inflation is Here

Inflation is Here

Here is what is causing it and how it will affect you  It is hard to ignore the painfully expensive cost of just about everything nowadays. Many people point to the sudden 3 trillion-dollar printing spree by the federal government during the pandemic. This answer does in fact seem like the knee-jerking economist explanation. Printing 35% of all US currency in 10 months would lead to a lot of inflation, right...
Washington State Long-Term Care Tax

Washington State Long-Term Care Tax

The WA Long-Term Care Trust Act (The WA Cares Fund)[/eUpdated as of January 25, 2021 The Washington state House has voted to delay the implementation of the WA Cares Fund. What does this mean for you? Here is what we know now...