What A Trump Election Means
Happy Friday, everyone; whether you are rejoicing or disappointed, we can all agree that it will be nice that the season for political ads is over.
Is Washington’s Capital Gains Tax Here to Stay?
Happy Friday! If you live in Washington state, this is for you. Today's blog covers a common question I've been getting this week.
Dodged Recession... For Now
Happy Friday, everyone! Wyn, Amy and I attended our Spokane Financial Planning Assocation’s annual conference yesterday.
Meet Dave and Kathy - Case Study
Today's post looks different from past weeks. Today, we are excited to introduce case studies.
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…
What's Around the Quarter?
Today's Friday post is different. Every quarter, I write a commentary for our clients.
Nike's Big Fail
Happy Friday, everyone! I've been learning at the Tax Planning Summit in Arizona this week.
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.
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.
US Steel Denied!
I hope you had a great week. The kids are back in school, and the days are getting shorter.
Rate Cut Imminent
I should have posted a blog post last week. Being consistent with blogging is difficult, and I'm working on improving.
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.