Aug 12, 2022 What was the Highlight of your Summer?

We hope you are enjoying your summer and soaking up the warm days that remain. Here are the highlights of the summer from some of our team!

Chelsie: With an almost 1 year old, we had lots of highlights this summer! We took our first big trip as a family, which ended with an awesome day at LEGOLAND! Here we are riding on the LEGO Carousel – our daughter Sophia on the left, my husband Kelly holding our daughter Rylee, and me on the right.

Dirk: Spending 4th of July weekend with Family and Friends at Lake Pend Oreille in Northern Idaho.
















Matt: We celebrated my wife’s twin sister’s marriage this summer. Here is a picture of me, my wife Brooke and our son Connor.


Shawn: This summer I have been focused on my recent career change. I spent my days off playing outside with my three dogs (when the weather permitted), gardening, and visiting with my three children. Below is a picture of my dogs and a picture of my son’s Job Corp graduation. He was top of his class!


Gunnar: The highlight of my summer would have to be getting to spend lots of time enjoying the outdoors with friends and family. We have been able to go camping, dirt biking, shooting, and kayaking all summer and it has been a blast.

Michelle: Summer 2022 highlights have been centered around traveling and spending time with my children and extended family. Looking forward to a few more trips as summer wraps up. I hope everyone has been able to enjoy this beautiful season!

Ben and Robyn: 2022 has been a great summer. We have enjoyed visiting with our kids as they fan out across the country. However, our highlight has to be our 3-day trip around Mt. Rainier on the Wonderland Trail. Very challenging and very Beautiful.

Susan: One of the highlights of my Summer has been going to the Tri Cities Dust Devils games with my family. We always have a great time and love supporting our local team!

Company News

Welcome, Liz Stokes!

Employee Spotlight – Jacqueline Cremen

Shreds and Meds Day – October 28th at The Valley Mall

Employee Spotlight: Chelsie Smith

Employee Spotlight: Dirk Bernd

Market Commentary

2024 1st Quarter Investment Commentary

2023 4th Quarter Investment Commentary

2023 3rd Quarter Investment Commentary

2023 2nd Quarter Investment Commentary

Debt Ceiling: Should Investors Worry?

Retirement Planning

2024 Key Financial Changes

Social Security Benefit Increase of 3.2% for 2024

The 4 Changes from SECURE Act 2.0 You Should Know for 2023

Medicare Open Enrollment for 2023 Begins October 15th

Social Security Benefit Increase of 8.7% for 2023

Tax Planning

2024 Key Financial Changes

2023 1099 Release Information

2023 Year-End Tax Planning

When do I start my Required Minimum Distribution?

UPDATE: Washington State Long Term Care Payroll Tax

Cyber Security

Red Flags When Transferring Money

Cybersecurity 101 – 2022 Update

Cybersecurity 101

New Changes to Web-Portal Password Requirements

Equifax Data Breach Update: Make a claim today

Important Disclosures

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