Do any of these financial question marks apply to you?

Rich Americans Take The Chance to Pass On Tax Free Wealth

Rich Americans Take The Chance to Pass On Tax Free Wealth

Many rich Americans are using the pandemic to their advantage and are transferring their wealth to their children and grandchildren tax-free.

Estate Planning During A Time of Crisis

Estate Planning During A Time of Crisis

When assets are plentiful, estate planning takes on particular necessity–notably during this uncertain COVID-19 pandemic. Worries attract questions about how we will look after our loved ones.

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WA Long-Term Benefits Employee Payroll Tax

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WA Long-Term Benefits Employee Payroll Tax

Starting January 1, 2022, the Washington State Long-term Services and Supports Trust Act will require many residents to either have long-term care insurance (LTCI) coverage from a private insurer or else pay.

The Role of a Governing Advisor for Retirement

The Role of a Governing Advisor for Retirement

Employers have a lot on their plates running their core business let alone the additional fiduciary responsibilities for sponsoring their employee retirement program.

The Search for a Top Financial Advisor

The Search for a Top Financial Advisor

Utilizing the services of a certified financial planner (CFP) or financial advisor to build a strong foundation for your long-term wealth is not just an astute decision, it’s a decision your future self will thank you for.

Beginners’ Guide to Asset Allocation

Beginners’ Guide to Asset Allocation

Even if you are new to investing, you may already know some of the most fundamental principles of sound investing. How did you learn them? Through ordinary, real-life experiences that have nothing to do with the stock market.

How to Set Investment Goals to Reach Financial Independence

How to Set Investment Goals to Reach Financial Independence

The journey to financial independence is a long one, and it requires a lot of planning and review. Learning to set investment goals is one of the most important things you can do as a new investor.

Charitable Contribution

Charitable Contribution

In most cases, the amount of charitable cash contributions taxpayers can deduct on Schedule A as an itemized deduction is limited to a percentage (usually 60 percent) of the taxpayer’s adjusted gross income (AGI).