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Mar 16
Mar 03

Tax Planning Strategies for Pre-Retirees in Washington State

March is often viewed as the season of tax preparation, when most of us focus on last year's returns. But if you're in your pre-retirement years, this is the ideal time to shift your focus from backward-looking compliance to forward-thinking strategy. The decisions you make today about taxes can…
Feb 16
Feb 02

Birthday Milestones to Put on Your Financial Calendar

Some birthdays come with cake and candles. Others come with contribution limits, enrollment windows, and decisions that could impact your retirement for decades. While every birthday is worth celebrating, certain ages unlock specific financial opportunities or create important deadlines you can't afford to miss. From enhanced 401(k) contributions at…
Jan 12

Navigating Survivor Benefits and the First Steps After Losing a Loved One

Losing a spouse or close family member is one of life’s most disorienting experiences. In the middle of grief, you’re asked to make decisions, notify agencies, gather documents, and untangle accounts, all while trying to maintain some sense of normalcy. It’s overwhelming for anyone. While every situation is unique,…
Jan 05

The Boeing Employee’s Guide to Retirement

Whether you're clocking in at Boeing every day or your spouse is the one with the employee badge, understanding your retirement benefits is one of the most important steps you can take toward a secure future.  Between the Voluntary Investment Plan (VIP), pension options, and unique union contracts, Boeing…
Dec 15

4 Long-Term Planning Strategies For Families With Special Needs

When you're raising a child with special needs, the question that keeps you up at night likely isn't about spreadsheets or legal documents. It's more profound: What happens when I'm no longer here to advocate for them? Long-term planning for families with special needs isn't a "set it and…

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