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Donor-Advised Funds Explained by a Spokane Financial Advisor
The Complete Guide to Donor-Advised Funds: Insights from a Spokane Financial AdvisorAs a financial advisor with years of experience guiding clients in Spokane,…
Roth Conversions
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Why You Can’t Time Markets - Spokane Financial Advisor
As a Certified Financial Planner ® professional with many years of experience helping retirees and families in Spokane, I’ve had countless conversations about…
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Financial Planning Secret: Why Beneficiaries Matter More Than You
When it comes to estate planning, many retirees focus on drafting a will, believing it dictates where their assets will go after death.
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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.
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How to Give Family Access to Your Digital Life After You’re Gone
In today’s digital-first world, much of our personal and financial life exists on phones, tablets, and computers.
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Tax-Loss Harvesting: How Spokane Retirees Can Save on Taxes
If you are a retiree in Spokane with taxable investment accounts, you may have heard of tax-loss harvesting but might not fully understand how it works.
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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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Spokane Financial Advisor, "Use Retirement Valley Opportunity"
As a financial advisor in Spokane, I come across people who have made excellent efforts to save for retirement in their 401(k) or some other tax-deferred…
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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.