December 11, 2018 | UPDATE: 2019 to Bring Changes for Social Security Every year we can count on some changes to the Social Security system that will affect both retirees and workers who are currently… Read more
October 16, 2018 | Starting the Conversation on Retirement Planning By now, you’ve heard that the key to retirement planning is starting early. But living by a simple principle is not the same… Read more
August 16, 2018 | In Good Hands: Q&A on Finding an Assisted Living Community Right for You One of the biggest decisions facing people in retirement is selecting an assisted living community, a task made more difficult in the absence… Read more
June 27, 2018 | Your Guide to Health Savings Accounts Brighton Jones advisor Tim Amen, CFP® offers an in-depth look at both the mechanics and potential benefits of health savings accounts. Read more
June 20, 2018 | Inheriting an IRA? Here’s What to Do Next An inherited IRA retains the benefits of the original retirement account but is subject to immediate lifetime RMDs or a five-year withdrawal election. Read more
January 12, 2018 | Is a Personal CFO Right for You? As Personal CFOs, we work with clients to see the big picture—their total balance sheet and how everything works together. We also painstakingly… Read more
May 22, 2017 | 5 Reasons Why Pro Athletes Go Broke After seven years in the NFL, I transitioned to a career as a financial advisor. The experience has afforded me a new perspective… Read more
November 22, 2016 | Forecasting Returns: What are Reasonable Expectations? Brighton Jones Investment Committee Update – October 2016 Revisiting Planning Assumptions As 2015 came to a close, many investors looked ahead to 2016 with… Read more
November 03, 2015 | How Will Changes to Social Security Affect You? The budget bill, signed on November 2nd, increases spending by $80 billion over a two-year period and is offset by an estimated equal… Read more
September 09, 2014 | Three Retirement Planning Strategies for Young Adults As a young person, it is important to recognize that you are in a unique position to set yourself up for long-term financial… Read more