April 04, 2022 | Homebuyers: Watch Out for Mortgage Closing Scams Wire transfer fraud has risen sharply in the past few years. The FBI tracked down almost $1 billion from mortgage closing scams in… Read more
January 27, 2022 | Applying for an Exemption to Washington State’s New Long-Term Care Tax You may qualify for an exemption to the WA Cares Fund LTC tax, potentially resulting in thousands of dollars in annual savings. Read more
November 24, 2021 | Help Aging Parents Prepare for Their Shifting Needs Nearly 70 percent of Americans ages 65 and older will eventually need long-term care, often at an exponential cost. Read more
September 08, 2021 | 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
April 07, 2021 | The Benefits of Working at Microsoft Our guide to Microsoft corporate benefits offers strategies and tips employees can use to take control of their financial future. Read more
March 08, 2021 | Natural Disasters and Property Insurance: Get Ready for Rising Premiums With the frequency and intensity of natural disasters on the rise, learn how you can prepare for rising property insurance premiums. Read more
December 03, 2020 | Securing Your Lifestyle With Disability Insurance If illness or injury prevents you from earning an income, disability insurance can help protect your future and support your loved ones. Read more
November 23, 2020 | Open Enrollment Season: What’s the Best Option for Life Insurance? If your employer is sending you notices regarding open enrollment, you must review your existing benefits and identify any needed changes. Read more
October 12, 2020 | Medical Professionals and Money: How to Plan a Financially Successful Future Financial planning for medical professionals is no simple task. Let's explore four areas of focus to help you evaluate your situation. Read more
September 14, 2020 | Protecting Key Documents in Case of Evacuation As wildfires ravage the western United States, we recommend taking some time to protect key documents in case of an evacuation. Read more