June 30, 2025 | “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. Read more
June 16, 2025 | 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. Read more
May 19, 2025 | 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. Read more
April 28, 2025 | Post-Separation Finances: Co-Parenting and Financial Stability Post-separation finances can be complex. Co-parent, share expenses, and plan for stability while securing your family’s financial future. Read more
January 19, 2025 | Finding Financial Compatibility With the One You Love Talking about money from the perspective of shared financial stewardship is key to determining financial compatibility. Read more
January 12, 2025 | How to Talk Money With Family The term "personal finances" is a misnomer. Finances affect you, your spouse, but also the family members around you. Read more
January 05, 2025 | 5 Numbers Women Need to Know to Boost Their Financial Confidence Women in search of some financial peace of mind must get clarity on five key numbers, from spending and savings to asset allocation. Read more
November 04, 2024 | 13 Questions to Ask a Financial Advisor Questions to ask a financial advisor to help you understand if they can help you align your resources with what matters most. Read more
September 16, 2024 | Navigating Marriage Finances Before Tying the Knot Build a foundation for marriage finances with expert tips from certified financial planners who've done it themselves. Read more
September 09, 2024 | Group vs. Individual Life Insurance: What Are Your Options? If your employer is sending you notices about open enrollment, review your options for Group vs. Individual Life Insurance. Read more