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Financial Considerations After A Bad Diagnosis

By Ben Rickey / August 23, 2021 / Comments Off on Financial Considerations After A Bad Diagnosis

Sometimes a bad diagnosis puts you on a new life path you didn’t consider. Diseases like Alzheimer’s and Dementia come with many medical decisions, but we often get asked how to organize finances in light of the change.   There are a few things you can consider financially to prepare yourself. First, make sure your…

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Saving, budgetting, credit

Teaching Your Older Children About Money

By Chelsie Smith / June 15, 2021 / Comments Off on Teaching Your Older Children About Money

Last month, we looked at ways to start teaching younger children about money and how to handle it wisely. This month, we will look at ways to teach older children about finances, including savings, budgeting, and credit. Below are some additional steps parents can take to help their children build a solid financial base. Earning…

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Teach your children about money

Teaching Your Children About Money

By Chelsie Smith / May 19, 2021 / Comments Off on Teaching Your Children About Money

Even before your children can count, they already know something about money: it’s what you have to give the ice cream man to get a cone or put in the slot to ride the rocket ship at the grocery store. Every parent wants to raise their children to be responsible, including with finances. So, as…

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Planning for Incapacity

By Susan Van Tress / November 11, 2020 / Comments Off on Planning for Incapacity

What would happen if you were mentally or physically unable to take care of yourself or your day-to-day affairs? You might not be able to make sound decisions about your health or finances. You could lose the ability to pay bills, write checks, make deposits, sell assets, or otherwise conduct your affairs. Unless you’re prepared,…

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Avoiding the Pitfalls of Beneficiary Designations

By Ben Rickey / August 31, 2020 / Comments Off on Avoiding the Pitfalls of Beneficiary Designations

Naming your Beneficiaries: Avoid the Pitfalls  We get a lot of questions from people on naming beneficiaries to their accounts.  While the paperwork is relatively straightforward, it is important to pay attention to a few key areas to avoid some common mistakes.  Updating your will is not enough  Your beneficiary designations trump your will. Even…

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Coronavirus Aid and Economic Security (CARES) Act Passes

By Ben Rickey / March 30, 2020 / Comments Off on Coronavirus Aid and Economic Security (CARES) Act Passes

The Coronavirus Aid and Economic Security (CARES) Act was signed into law on March 27th.  While there are many details to work out in implementation, we wanted to run through a couple of the highlights with you.  We start with a few of the provisions that apply to everyone, including the rebate checks.  We follow…

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Credit Traps for the Unwary

By Matt Hargreaves / July 25, 2019 / Comments Off on Credit Traps for the Unwary

Credit Traps for the Unwary It’s hard to imagine functioning in today’s society without access to credit. However, you need to be careful not to fall victim to some of the pitfalls associated with it. Revolving credit can make it hard for you to pay off debt Credit cards allow you to spend money you…

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Big Changes to Washington’s GET Program

By Ben Rickey / September 28, 2015 / Comments Off on Big Changes to Washington’s GET Program

Earlier this month, changes were made to the Guaranteed Education Tuition (GET) program. The changes were in response to the recent reduction in tuition for Washington’s public colleges and universities. Tuition will be reduced at UW & WSU by 15% over the next two academic years. In addition, beginning in 2017-18, resident undergraduate tuition will…

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New Baby? Saving for their Future and Yours

By Ben Rickey / September 8, 2014 / Comments Off on New Baby? Saving for their Future and Yours

Congratulations! You are the proud parent of a bouncing baby boy or girl. Better yet, maybe one is on the way. Suddenly you feel compelled, almost inexplicably to start them a savings plan. You might have even searched the internet for “Educational Savings Accounts” and had this come up. I hate to burst your bubble,…

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Dealing with Times of Transition

By Ben Rickey / August 21, 2014 /

I am putting together a series of blog posts on dealing with times of transition. These are not meant to “put a bow” on a complex situation, but to highlight a couple of items that are easy to miss when you are making complicated decisions that have long term consequences in a time when you…

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