Resource Articles
The Hidden Tax Issues of Side Hustles and 1099 Income
Authored by: Tim Dilley, CPA, Wealth Advisor, Member Side hustles have become increasingly common in recent years. Whether it’s freelance work, consulting, online sales, or driving for a delivery service,…
Read MoreThe 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 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 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,…
Read MoreGiving Strategies Before Year-End
Authored by: Bradi Dahmen, Wealth Advisor Giving Strategies Before Year-End As October rolls in, pumpkins appear on porches, costumes fill the stores, and spooky season takes center stage. While Halloween…
Read More