What Happens if Your Plan Doesn’t Go According to Plan?

What Happens if Your Plan Doesn’t Go According to Plan?

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,...
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 The tax has not been repealed it has been delayed.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...