In a landmark move to reshape its tax code, Washington State Senate Bill 5813 was signed into law May 20, 2025. The …
“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 …
If you're over 70½ and taking required minimum distributions (RMDs), there's a smart way to give to charity and save on taxes. In this quick video, Matt Riesenweber breaks down how Qualified Charitable Distributions (QCDs) let you donate directly from your IRA—reducing your taxable income while still claiming the standard deduction. Learn how to make your generosity go further!
Often times business owners go down the path of selling their business ill-equipped. Perhaps the owner has built a thriving business and …
Market swings can stir up emotions—but they don’t have to derail your financial future. In this episode, Matt Riesenweber explores how volatility creates opportunity, why it’s a normal part of investing, and how a solid financial plan can help you stay confident through the ups and downs. Learn how to ride out the bumps and keep your long-term goals on track.
Ever noticed your mutual fund drop in value at year-end and wondered why? In this quick video, Matt Wiser breaks down the often-confusing world of capital gain distributions—what they are, how they work, and why your investment might dip temporarily before bouncing back. Learn how to spot these changes and what they mean for your portfolio.
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 …
Curious about how stocks and bonds work—and which might be right for your portfolio? In this quick video, Matt Wiser breaks down the key differences between owning a piece of a company (stocks) and lending money to one (bonds). Learn how each investment type fits into your financial strategy, and how to balance risk and reward based on your goals and time horizon.
Let’s assume you are ready to sell your business and you are reviewing two competing offers, both compelling in their own way. …
