Think You’ll Inherit Everything? Think Again
Most spouses assume they’ll automatically inherit everything when their partner dies. They won’t. Let that sink in.
Can My Business Partner Legally Do That?
Conflict between business partners is common, especially in long-standing ventures. While many partners try to anticipate and resolve potential issues early on, not all conflicts can be foreseen. Sometimes, a…
Tips for Selling Your Business Without Losing Your Shirt—or Your Sanity
Business owners contemplating selling anything more than a lemonade stand should anticipate a complex and time-consuming process to both maximize the sale price while mitigating potential risk. The process is…
Washington State Expands Capital Gains and Estate Taxes Under New Law Targeting the Top 1%
In a landmark move to reshape its tax code, Washington State Senate Bill 5813 was signed into law May 20, 2025. The new law introduces a tiered capital gains tax…
Can I Retire Now? Monte Carlo says…
Tyler Scott shares how we use our Monte Carlo scenario software to help people plan for retirement and future spending.
Long-Term Care Planning Starts with Financial Planning, Not Trusts
Often, folks want to protect hard earned assets from the costs of healthcare as they age. They fear expensive assisted living and nursing home care costs. Though the fears are…
Don’t Forget to Use QCDs for Your RMDs
The end of the year marks the time when many people are doing two things simultaneously. First, they are deciding how much (or how much more) they can afford to…
Asset Protection Strategy Overview
Managing and preserving hard-earned wealth is a priority for many individuals. However, the specter of potential creditors looms ominously, ready to lay claim to our assets at any moment. Whether…
What is a QCD?
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!
Market Volatility
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.
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