Can Life Insurance Lower Your Tax Bill?

July 15, 2024

In the realm of financial planning, life insurance can stand out not only as a shield against unforeseen circumstances but also as a strategic tool for minimizing taxes. While the primary purpose of life insurance is to provide financial security…

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Understanding Unclaimed Property in Washington State

July 15, 2024

As a small business owner in Washington State, you might be surprised to learn about unclaimed property and your related responsibilities. You may have received notices from the State of Washington regarding unclaimed property, highlighting the importance of understanding and…

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Saving or Investing: How to Grow Your Money Wisely

June 12, 2024

Authored by: Adelae Winters, Financial Advisor In recent years, as we have experienced a rapidly changing interest rate environment, our general feeling toward cash on hand has adjusted. For the time being, we have the opportunity to earn significant interest…

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Start Planning Now for Expiring Tax Provision

June 6, 2024

Authored by: Kyle Meissner, CPA, Financial Advisor & Member  The Tax Cuts and Jobs Act (TCJA) of 2017 brought changes to the U.S. tax code, affecting both individuals and businesses. These provisions, unless extended by Congress, will revert to pre-2018…

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How to Have Conversations with Your Adult Kids About Money

May 29, 2024

Authored by: Jason Underwood, CFP®, Financial Advisor As parents, we often strive to protect and provide for our children throughout their lives. One crucial aspect of that care is discussing money matters and inheritances openly and honestly. However, initiating a…

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1099-K Changes Are Here: What You Need to Know

May 28, 2024

Authored by: Charlie Miracle, CPA, Financial Advisor, Member, Director of CAS If you’ve ever sold goods or services online or through payment apps, you might be familiar with Form 1099-K. This form is important for reporting payments received from credit,…

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