roth
Dodged Recession... For Now
Happy Friday, everyone! Wyn, Amy and I attended our Spokane Financial Planning Assocation’s annual conference yesterday.
Washington State
roth
Meet Dave and Kathy - Case Study
Today's post looks different from past weeks. Today, we are excited to introduce case studies.
401k-ira
Hero Dog Saves Client
Happy Friday! We have a modern-day Lassie story from one of our clients! The hero, Gita, his 13-year-old dog, saved his life! Thank you for joining me today…
401k-ira
What's Around the Quarter?
Today's Friday post is different. Every quarter, I write a commentary for our clients.
401k-ira
Nike's Big Fail
Happy Friday, everyone! I've been learning at the Tax Planning Summit in Arizona this week.
401k-ira
Exploding Phones and Walkie-talkies
Happy Friday, everyone! Today is Jenny and I's wedding anniversary! I am lucky to be married to such an amazing woman.
roth
Big Brother Ford Is Listening
The days are getting shorter! My morning pickleball group has to start playing at 6:20 a.m. instead of 6:00 a.m.
roth
US Steel Denied!
I hope you had a great week. The kids are back in school, and the days are getting shorter.
roth
Rate Cut Imminent
I should have posted a blog post last week. Being consistent with blogging is difficult, and I'm working on improving.
401k-ira
Don't Add Adult Children to Accounts
When planning for the future, many consider adding their adult children to their bank accounts, taxable investment accounts, or property deeds.
401k-ira
Wild Ride
This week has been a crazy ride for stocks. We are happy and confident with our models and continue to stay invested for the long term.
roth
Recession Time?
My wife Jenny and I are heading to Lake Rosevelt for a wedding. Hopefully, we'll jump in the lake to cool off from this 100+ degree weather.