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What is a Backdoor Roth IRA? – The Complete Guide
For high-income earners, contributing directly to a Roth IRA isn’t always possible because of IRS income limits.
Market Commentary
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Step-Up Strategy for Beneficiaries
When it comes to estate planning, a common concern among families is how to transfer wealth to the next generation without leaving heirs with an unanticipated…
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What Spokane Retirees Need to Know About One Big Beautiful Bill
The One Big Beautiful Bill Act, passed in July 2025, permanently extends many of the 2017 Tax Cuts and Jobs Act (TCJA) provisions and introduces new tax…
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Are Stablecoins the Future of Money in Spokane?
Happy Friday! Noah here. Jenny and I had a wonderful weekend celebrating her Grandpa’s 90th birthday in Lewiston.
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Smart Ways to Save for Kids or Grandkids
Hi there, Amy here, and I’m taking over the blog this week!Noah is off volunteering at Silver Lake (20 minute drive from Spokane).
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Elon Musk launches new political party on X
Hope you all had a great Fourth! Judah rocked the red, white, and blue last weekend while we soaked up some sun at Long Lake with family and friends.
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Big Beautiful Bill Passed
Hey, it’s Noah here. Can you believe we’re already halfway through 2025? It’s been quite a year that’s kept us on our toes.
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Iran-Israel Ceasefire Holds (For Now)
Hey, it’s Noah. A big thank you to everyone who attended our golf range event yesterday! It was great to see you, and we had a fantastic time together.
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AI Took Away 3.5% of White-Collar Jobs
Hey, it’s Noah here. I’ve been sharing some financial planning tips in these blog posts lately, but I want to know what works best for you.
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Elon vs. Trump: A Very Public Breakup
Noah here—I'm learning to function on no sleep with baby Judah (getting the hang of it, maybe).
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US Debt Downgrade
Noah here—Judah has arrived! Mom is recovering well, and Judah’s already gained over 21 ounces in his first eight days.
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Why a Financial Advisor Makes a Big Difference
As a financial advisor in Spokane, I’ve encountered DIY investors who ask, "Why do I need a financial advisor when I can just put everything into an index fund…