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Monday, April 20, 2026

WA's new 9.9% Millionaires' Tax (signed March 2026) hits income over $1M starting 2028, pushing top marginal rates near 49.8%. Legal challenges pending. If you expect equity vesting, a business sale, or big liquidity event — plan now.

Friday, March 7, 2025

Have you ever heard the expression, “It’s a buyer’s market?” That phrase describes what’s happening with today’s residential real estate: homes are selling for under their asking price and are taking longer to sell. Good news for...

Thursday, January 9, 2025

Unlocking Healthcare Savings: The Power of an HSA Health Savings Accounts (HSAs) are a powerful tool for individuals and families to save for healthcare expenses while enjoying significant tax advantages. If you're enrolled in a High...

Monday, January 6, 2025

Saving for College: A Guide to 529 Plans by State 529 plans are tax-advantaged investment accounts designed to help families save for future education expenses. They offer a variety of benefits, including tax-free growth on...

Friday, January 3, 2025

As we turn the page on 2024, I'm thinking deeply about the economic forces that will guide us through the year ahead. America's fiscal policies, the shifting global landscape, and other key factors will undoubtedly create both...

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Wednesday, December 18, 2024

As we step into the promise of 2025, it's the perfect time to refresh our financial outlook and align our strategies with the opportunities that lie ahead. The start of a new year invites us to reflect on our progress and set...

Monday, December 9, 2024

Stocks were mixed during the first trading week of December. Technology stocks led, while the widely followed Dow Jones Industrial Average struggled. The tech-heavy Nasdaq Composite Index picked up 3.34 percent while the Dow...

Friday, December 6, 2024

The Federal Reserve approved its second consecutive interest rate cut following its November meeting, telling investors that it’s continuing its push to “right-size monetary policy.” The benchmark Fed funds rate has a target range of...

Wednesday, November 20, 2024

Stocks fell last week as the postelection rally lost momentum amid an inflation uptick and cautious comments from Fed officials. The Standard & Poor’s 500 Index fell 2.08 percent, while the Nasdaq Composite Index declined 3.15 percent...

Tuesday, November 5, 2024

As we move into a new season, it's an excellent opportunity to reassess and recalibrate our financial strategies. Life can change in an instant, and it's always a good idea to check in and determine if your financial goals and actions...

Monday, November 4, 2024

Now is a great time to examine Medicare enrollment and the features offered by both traditional and Medicare Advantage plans. It’s also a good time to investigate how Medicare has changed since last year. For instance, did you know...

Thursday, October 31, 2024

There’s no two ways about it… according to the latest numbers from the Federal Reserve’s Report on the Economic Well-Being of U.S. Households, the number of American parents who report they’re doing “at least okay” financially has...

Tuesday, October 29, 2024

In the playground, when all the kids jumped on one side of the teeter-totter, it rarely ended well. In investing, when all the investors move to one side of a trade, it can suggest that an uptick in market volatility is on the horizon...

Tuesday, October 4, 2022

If you’ve felt like stock prices were a little more volatile in 2022 than in recent years, your “spidey senses” are right on the money.The S&P 500 has posted 81 daily moves of at least 1% through August. Of those...

Friday, September 2, 2022

The White House recently forgave up to $10,000 to student loan borrowers as part of a larger debt forgiveness program. There are still quite a few questions to be answered, but here are some key points to know.Pell vs. non-Pell: Loan...

Tuesday, June 28, 2022

It’s natural to think “defense” during a bearish market season. But why not mix in some “offense” with your defense? Here are three moves we can discuss together that may be helpful during the current...

Monday, February 28, 2022

There is plenty to worry about these days. Top of mind is the conflict between Russia and Ukraine, and the energy and economic disruptions likely to follow. Closer to home, high inflation persists, and the Fed is preparing to tighten...

Tuesday, November 23, 2021

Preparing for retirement just got a little more financial wiggle room. This week, the Internal Revenue Service (IRS) announced new contribution limits for 2022.Staying put for 2022 are traditional Individual Retirement Accounts (IRAs)...