“We Won’t Be That Couple”: The Reality of Finances in Marriage
Love is blind, but marriage reads the fine print. Here’s how couples make finances work — without losing the romance or the receipts.
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Estate and Capital Gains Taxes in Washington State
Washington State has raised capital gains and estate taxes. Here's what's changing — and how to plan with intention.
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Seattle’s New Mindset: From Wealth Accumulation to Wealth Alignment
Seattle's rising wealth is driving a shift from accumulation to value-based investing and wealth alignment with what matters most.
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Nike Stock Options: How To Unlock Their Full Value
Nike stock options let employees choose between Restricted Stock Units, Non-Qualified Stock Options, or a mix of both.
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Seven Ways To Reduce Capital Gains Tax on Real Estate
Selling real estate? Reduce capital gains tax on real estate and keep more of your profits when looking to divest.
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How To Financially Prepare for a Baby
New parent? Learn how to financially prepare for a baby — from budgeting and estate planning to long-term wealth building.
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Do I Need a Financial Advisor?
When you ask, "Do I need a financial advisor?" you are looking to do better with the things that you care most about.
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Top 5 Mistakes To Avoid in Digital Estate Planning
Digital estate plan is part of your legacy. Don't let overlooked passwords, forgotten accounts, or legal oversights burden your loved ones.
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Inherited Stock: What To Do When Inheriting Trust-Held Stock
Inherited stock value at the time of inheritance, how long it's held, and your tax bracket all influence IRS expects from you.
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