by Dave Welty | Nov 4, 2022
Financial advisors have a seemingly simple job – help their clients reach their financial goals. However, once you go beyond just goal setting, you will quickly find that the “planning” part of financial planning is not a static job.
No matter how committed one is to their financial goals,...
by Alex Krider | Oct 27, 2022
Updated for 2022. SERPLUS, Intel's deferred compensation plan, can help eligible employees significantly reduce their tax bill while building retirement assets. Grade level 10 or higher Intel employees are elig...
by Nick Wright | Jul 5, 2022
A Deferred Compensation Plan (DCP) is an exclusive benefit that certain employers provide for their highly compensated employees. The plan is similar to your 401(k) as it allows you to contribute and invest dollars on a pre-tax basis, reducing taxable income in the year you contribute. You elect how much of your compens...
by Aaren Strand | Jun 29, 2022
Updated for 2022
Health Savings Accounts (HSA) are traditionally thought of as a tool to save money for out-of-pocket medical expenses. Many people do not fully understand how an HSA can reduce future tax bills and many more do not think of it as an in...
by Aaren Strand | Mar 3, 2022
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...
by Angela Sorensen | Oct 7, 2021
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The tax has not been repealed it has been delayed.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...
