Blog Investment & Financial News

Choosing the Right Attorney

We’ve all heard them before, the quick witted and hilarious lawyer quip. I remember graduating from law school and receiving an email from my proud father with a large attachment containing a list of these entertaining jabs. I never felt so loved. Notwithstanding how much truth may or may not exist within these oft quoted…

The Bad Doughnut – Medicare Part D’s “Doughnut Hole”

I love doughnuts! My favorite is the Maple Bar, but if you gave me an Apple Fritter I wouldn’t complain. In my opinion the doughnut is the perfect pastry; soft, sugary, and delicious. Unfortunately, the Federal Government and Medicare Part D have taken the doughnut, or the “doughnut hole,” and made it something it’s not,…

Stop Procrastinating! Essential Estate Planning Documents Everyone Needs

It’s 4:00 p.m. at work and you’ve been super productive to this point. You look down at your “To-Do” List and admire all the things crossed off and you’re immediately filled with the great feeling of accomplishment. Then, your attention is drawn to that one remaining item. The item that has been there for what…

Be Financially Fit for Life

The world is exploding with products and services targeted to keep us physically fit— from phones that count our steps and track calories to armbands that monitor REM sleep. There are diets with no carbs, diets with juice and diets on a beach. It’s the same with your financial fitness. There are blogs, articles, tweets…

Who Buys When the Fed Does Not?

Four Steps to Stay Safe Online

Do you want to pay your bills online? View your investment accounts? If you’re going to start accessing your accounts online there are a few steps that you should take that will help keep your information safe.

The Roles of a Financial Planner

Why on earth would you want to hire a financial planner? Even the name sounds boring. There are plenty of places on the internet or TV to get investment advice or planning ideas, right? I think there is a misconception on the role of a planner. This could be a hangover from the .Com brokers…

Company News

Shreds & Meds Day!

Happy Retirement!

Welcome – Jacqueline Cremen

Trusted Contact Request Coming Soon

2020 COVID-19 Resource

Market Commentary

2021 1st Quarter Commentary

2020 4th Quarter Commentary

2020 Third Quarter Commentary

Election Season v. The Stock Market

2020 Second Quarter Commentary

Retirement Planning

Taking Advantage of Employer-Sponsored Retirement Plans

The Huge Cost of Doing Nothing

Time is Running out for the SIMPLE Retirement Option

Train for Your Financial Success

2016 Changes Coming to Social Security and Medicare

Tax Planning

Child Tax Credit Monthly Payments starting July 15th

Washington State Long Term Care Payroll Tax

6 Ways Your Non-Profit Can Increase Giving And Make Donations Easy

Washington State’s New Capital Gains Tax

IRS Delays 2020 Tax Filing Deadline to May 17, 2021

Cyber Security

Cybersecurity 101

New Changes to Web-Portal Password Requirements

Equifax Data Breach Update: Make a claim today

Cybersecurity 101

Beware of Phishing