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Authored by: Jason Underwood, CFP, Financial Advisor Understanding 529 Education Savings Plans and SECURE Act 2.0 Updates 529 education savings plans have long been a valuable tool for families looking…

Authored by: Adelae Winters, Financial Advisor Long-Term Care Planning: Preparing for the Future Long-term care planning is an essential part of financial and health security, ensuring individuals have the resources…

Authored by: Charlie Miracle, CPA, Financial Advisor Major Changes to Washington State’s B&O Tax and Sales Tax: What Businesses Need to Know Washington State relies on a combination of sales…

Authored by: Bradi Dahmen, Financial Advisor, Director of Wealth Management How to Conduct a Mid-Year Check-In for Small Business Owners When it comes to the calendar year, it’s important for…

Authored by: Charlie Miracle, CPA, Financial Advisor, Director of CAS Understanding Capital Gains and Their Tax Implications Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That…

Author: Jennifer Faulconer, CPA, Financial Advisor Understanding IRA Distributions in Retirement Planning for retirement involves careful consideration of how and when to tap into your retirement accounts, especially Individual Retirement…

Authored By: Jason Underwood, CFP, Financial Advisor  Navigating Life’s Financial Stages: A Comprehensive Guide Managing finances is a lifelong journey that evolves through different stages: early career, wealth building, retirement…

Authored by: Adelae Winters, Financial Advisor  Debunking Money Myths: How Business Owners Can Save in Today’s Economy In today’s economic climate, many believe that saving money is nearly impossible. With…

Authored by: Kyle Meissner, CPA Understanding the Gift Tax and Its Role in Estate Planning The gift tax is one of the most misunderstood areas of tax law, but it’s…

Authored by: Jason Underwood, CFP, Financial Advisor  10 Ways to Spring Cleaning Your Finances This Month Spring isn’t just a time to freshen up our living spaces, it’s also the…