roth
529 Plans
Saving for a kid’s education is important for many reasons. The cost of higher education is increasing rapidly, and it will likely continue to do so in the future.
Retirement Planning
wa-state
Millennials - The Unluckiest Generation
Millennials, born between 1981 and 1996, have been dubbed the "unluckiest generation" regarding financial timing.
roth
Solo 401(k) vs. SEP IRA
For Individuals and solo entrepreneursContributing to a retirement plan is important for your financial future, ensuring that you have the resources you need…
wa-state
Maximize Social Security
OverviewDeciding when to take Social Security is complicated. But taking the time to research and develop a strategy is essential.
roth
The difference between financial advisors and accountants
It can be confusing to know the difference between a financial advisor and an accountant at times.
roth
Traditional IRA VS Roth IRA
A popular question that I get as a financial advisor is whether to recommend contributing money to a Roth IRA or a traditional IRA.
wa-state
5 financial habits that affect your mental health
56% of Americans said that their debt was negatively impacting their life. Over half of the people you see on the street are experiencing financial stress.
roth
Upcoming changes - SECURE Act 2.0
The median balance in a 401(k) for Americans aged 65 and up is $87,700 according to Vanguard.
wa-state
How to turn your side hustle into a business
You have a side hustle in Spokane Washington and it’s starting to bring in meaningful income.
wa-state
How business owners avoid a succession disaster
Succession PlanningProblemSeventy-five percent of small businesses don’t have a succession plan.
roth
Required minimum distributions can be tax-free
What is a required minimum distribution?Often referred to as an RMD, a required minimum distribution is an unavoidable withdrawal every year starting at age 72…
401k-ira
Secret to wealth: compounding returns
Compounding returns is more than just some complicated lingo that a financial advisor uses.