Planning for Long Term Care
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 and support they need as they age or face unexpected…
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Major Changes to Washington State’s B&O Tax and Sales Tax: What Businesses Need to Know
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 tax and the Business & Occupation (B&O) tax to fund…
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How to Conduct a Mid-Year Check-In for Small Business Owners
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 business owners to review their financial situation before it’s too…
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Understanding Capital Gains and Their Tax Implications
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 applies not only to income but also to capital gains.…
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Understanding IRA Distributions in Retirement
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 Accounts (IRAs). Recent changes in laws around Required Minimum Distributions…
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Navigating Life’s Financial Stages: A Comprehensive Guide
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 preparation, and estate planning. Each phase requires distinct strategies to…
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