February 22, 2024 | Property and Casualty Insurance Deserts What can you do when the property and casualty insurance coverage you need isn’t offered where you live? Read more
February 14, 2024 | Long-Term Care Insurance: When’s the Right Time To Buy? Getting married, starting a family, reaching retirement: life events can trigger a discussion on when to buy long-term care insurance. Read more
February 02, 2024 | Financial Planning for Equity Partners You don't have the time to deal with all the complications of making the jump to ownership. Read more
December 20, 2023 | Umbrella Insurance: A Comprehensive Guide to Protecting Wealth Unlock financial security with Umbrella Insurance—shielding assets, extending liability coverage, and providing peace of mind. Read more
November 20, 2023 | Demystifying Life Insurance Learn the key terminology, policy types, features, and steps to take in demystifying life insurance to find the best solution. Read more
April 06, 2023 | The Layers of Safeguards Provided by FDIC Insurance, SIPC Insurance, and Fidelity Learn the different protections provided by FDIC insurance, SIPC insurance, and Fidelity. Read more
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
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