Let’s start today’s post off with a story. Dan and Darcy have lived in Washington State their entire adult lives. They met in Seattle and remained near the area bouncing…
Financial planning for couples is a wonderful and exciting challenge. With two unique viewpoints, needs, goals, and priorities finding the right balance to respect and enhance both partner’s visions is…
As husband and wife, you have been there to support, love, and encourage each other through all of life’s journeys. Amidst the trials and tribulations through to the pure moments…
The Advisor Group has provided us with these handy tips for protecting your Zoom meetings. With more and more people working and connecting virtually, we hope this advice is useful!…
The stock market is volatile. The stock market will make corrections. The stock market constantly changes. These are all things that you have heard before and probably internalized to a…
Tax efficiency in retirement is a nuanced process that requires a great deal of planning and finesse to get right. Taxes are an area where many retirees struggle. With changing…
In response to the market concerns this week around the coronavirus, there is a lot of advice out there. The overriding sentiment is: don’t over- react. Consider this: The market…