Oct
15
If you’re a long-time Seattleite approaching retirement, you might consider moving away from the city and seeking a quieter, more affordable, and more relaxed living environment. Of course, the world is your oyster when moving for retirement—so how do you narrow it down? Considering where to retire may help evaluate…
Oct
01
Alongside Social Security, Medicare is often hailed as a lifeline for retirees. Most employees pay into Medicare throughout their working years and, in return, receive government-subsidized health insurance in retirement. Where some people struggle, however, is understanding what’s covered under Medicare (and, more importantly, what’s not covered) and the other…
Sep
16
Every presidential election feels like a media frenzy, and this year has certainly been no different. With an unprecedented change in candidates to an assassination attempt and more, this election season is one for the history books. As the nation prepares to determine who will control the White House and…
Sep
02
Taxes are crucial to financial planning, yet many people only engage with them during the annual tax filing season. The concepts of “tax preparation” and “tax planning” are sometimes mistaken as interchangeable—but they mean two very different things. Understanding the difference between tax preparation and tax planning can significantly impact…
Aug
15
In 2022, our Vice President Aaron Terwedo joined CEO Dale Terwedo in earning his Chartered Financial Consultant® (ChFC®) designation. While you may have heard the acronym before, not all investors are familiar with the actual benefits of having a ChFC® professional in their financial lives. Below is a quick breakdown…
Jul
15
While it’s hard to imagine a future where our children must live without us, it’s a reality that every parent needs to plan for. And when you’re caring for a child with disabilities, it takes a few extra steps to build them a more secure financial future without jeopardizing their…
Jul
01
If you’re caring for an individual with disabilities, your estate planning priorities tend to look different than others. Your focus is on securing the financial future of your disabled loved one without impacting their ability to benefit from outside funding. As a parent or caretaker, you need to consider their…
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