Financial Planning

The end of the year marks the time when many people are doing two things simultaneously. First, they are deciding how much …

Managing and preserving hard-earned wealth is a priority for many individuals. However, the specter of potential creditors looms ominously, ready to lay …

Washington state has published its estate tax threshold for 2024. Spoiler alert: it hasn’t changed from 2023. When learning about the estate …

In the world of asset protection, one well-known concept to mitigate risk is to transfer the obligation for payment of a valid …

Transferring wealth to children will become a touch easier in 2024. Buried in the estimated 4000-page Consolidated Appropriation Act of 2023 that …

As Benjamin Franklin once said, “In this world nothing can be said to be certain, except death and taxes.” Taxes come in …

Though most Americans have at least a passing understanding of the ability to use the equity in a house to obtain a …

One of the most important and common questions that retirees face is when to take social security benefits.  Regrettably, there is no …

In the old days, the decision to fund a retirement account with pre-tax dollars (Traditional IRA) or fund it with after-tax dollars …