Posts by mthomas@radicle-strategies.com
The Tax Traps of Dual-Income Families
Authored by: Steven Neher, CPA, Wealth Advisor, Managing Member For many families, having two incomes provides greater financial stability and flexibility. But when tax season arrives, dual-income households are often…
Read MoreEstate Planning Basics for Multi-Generational Families
Authored by: Bradi Dahmen, Wealth Advisor When people hear the phrase estate planning, they often assume it’s something reserved for the ultra-wealthy. In reality, estate planning is simply about making sure…
Read MoreWhat the One Big Beautiful Bill Act Means for Individual Taxpayers in 2026
Authored by: Jennifer Faulconer, CPA, Wealth Advisor, Senior Manager As we move through the 2026 tax season, additional provisions of the One Big Beautiful Bill Act are beginning to take…
Read MoreMedicine Is Complex. Your Financial Plan Shouldn’t Be.
Authored by: Jason Underwood, CFP, Wealth Advisor As a CFP working with physicians in North Central Washington, I’ve seen how different your financial path can look compared to other professions.…
Read MorePreparing for NIL Earnings: What Parents of Student Athletes Should Know
Authored by: Jason Underwood, CFP, Wealth Advisor Name, Image, and Likeness (commonly referred to as NIL) has changed the landscape of college athletics. Student athletes can now earn income from…
Read MoreWhen Does Your Business Need to File a State Tax Return?
Authored by: Efron Alvarado, Senior Manager As businesses grow, crossing state lines—whether through sales, employees, or remote operations—can create new tax obligations that are easy to overlook. Many business owners…
Read MoreBig Changes Ahead for Washington State Estate Tax: What Families Should Know
Authored by: Kyle Meissner, CPA, Wealth Advisor If you’ve been hearing chatter about estate tax changes coming in 2025 and 2026, you’re not imagining things. Both Washington State and the…
Read MoreRising Costs of Living: Practical Planning Tips Amid Inflation
Authored by: Bradi Dahmen, Wealth Advisor If you’ve felt like your dollar isn’t stretching quite as far as it used to, you’re not imagining it. Between grocery bills creeping higher,…
Read MoreWhat Washington Taxpayers Should Know About the “One Big Beautiful Bill Act”
Authored by: Charlie Miracle, CPA, Wealth Advisor What Washington Taxpayers Should Know About the “One Big Beautiful Bill Act” As tax season approaches, you may have heard chatter about the…
Read MoreHow to Stress-Test Your Financial Plan in Uncertain Times
Authored by: Jason Underwood, CFP, Wealth Advisor Even the best-laid financial plans can feel shaky when the economy hits a rough patch. Between market swings, inflation, and rising interest rates,…
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