How long should you keep financial records?
If you’re like most people, you have a mess of papers piled on your desk at home, waiting to...
We’re always thinking about investment and planning-related topics. Our blog offers a few of our thoughts and findings to help you think through your financial well-being. If you want to learn more, give us a call.
Keeping your cool when markets tumble
How to handle stock market volatility by Mike Joslin We know stock market prices...
8 money tips every new college grad should know
You graduated from college. Congratulations! That didn’t happen without a lot of hard work on...
Retired? Watch out for those taxes!
Ben Franklin was right. You can’t escape taxes. In his letter to French scientist...
It’s your money – How risky should you be?
Unless you’re a teenager with a still-developing brain, risk is something you...
Buying a home in a hot housing market
What’s a millennial to do? Seattle’s housing market is smokin’ hot. So...
What the new tax law means for you
It’s February, and while some of you have love on the brain, we financial...
Medicare costs jump for those with higher income
Expect to see your Medicare premiums jump in 2018 if your income exceeds $133,500 a year...
Your calendar of 12 smart money moves
The new year is here. Are you looking forward to a brand new start, a fresh opportunity...
Why HSAs are good for retirement savings
Health Savings Accounts (HSAs) have been around for years, mostly as a way to help...
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