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, many people are earning extra income outside of their primary…
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Planning for Every Future: Financial Strategies for Families with Special Needs
Authored by: Adelae Winters, Wealth Advisor When a family includes a member with a disability, financial planning takes on a deeper dimension. The focus often shifts from traditional goals like retirement to something more enduring: How do we ensure our…
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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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