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 surprised to discover they owe more than expected. That’s because…
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Estate 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 the people you care about are protected and that your…
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What 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 effect. While earlier discussions focused on broader structural changes, this…
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Medicine 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. Many doctors in Wenatchee–including those with Confluence Health and local…
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Preparing 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 endorsements, appearances, social media, camps, and other opportunities tied to…
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When 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 are surprised to learn that they may be required to…
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