“I’d like to have a complex estate plan,” said nobody, ever. Indeed, overwhelmed by the subject, most people have a goal for …
Trusts come in all shapes and sizes and can be effectively used to solve for a variety of planning challenges. You want …
Selling anything more than a hot dog stand is a significant business undertaking that typically requires months of preparation and execution. While …
Tyler Scott shares how we use our Monte Carlo scenario software to help people plan for retirement and future spending.
Often, folks want to protect hard earned assets from the costs of healthcare as they age. They fear expensive assisted living and …
Have you ever been given an opportunity to loan someone money at an attractive interest rate? Driven by the prospect of higher …
Tyler Scott explains PNNL and retirement benefits. He covers Pensions, Social Security, 401(k), Medical, Income Planning, and Consulting. Pacific Northwest National Laboratory Retirement Guide.
Despite some misleading assertions to the contrary, trusts are not the solution for every estate plan. Trusts come with baggage and the …
The end of the year marks the time when many people are doing two things simultaneously. First, they are deciding how much …
Many people desire to tithe both during life and after death. Accordingly, giving 10% of their estate to their church (or other …
Managing and preserving hard-earned wealth is a priority for many individuals. However, the specter of potential creditors looms ominously, ready to lay …
It feels like we are notified weekly that our data has been breached by one source or another. Most recently, according to …
Often times business owners go down the path of selling their business ill-equipped. Perhaps the owner has built a thriving business and …
A parent can structure a gift of $1M to a child today such that neither the child nor the parent will pay …
On April 23rd of this year, the Federal Trade Commission (FTC) issued a final rule banning non-compete agreements throughout the nation. In …
Let’s assume you are ready to sell your business and you are reviewing two competing offers, both compelling in their own way. …
Whether you know it or not, your “estate” is comprised of different assets with different attributes. Some of your assets will be …
Wondering when to start taking Social Security? In this episode of Cornerstone Clips, Matt breaks down the pros and cons of claiming benefits early versus delaying, using the age 78 break-even point as a key decision factor. Learn how longevity, investment returns, and part-time work can impact your strategy.
A power of attorney authorizes a person (an “agent”) to act on behalf of the “principal” when the principal is no longer …
Business owners beware: starting this year, individuals seeking to set up a legal entity (think LLC or corporation) as well as owners …
Small business owners sometimes have an enviable opportunity to save on tax. They rightfully look for every loophole to which they are …
