Posts from: 2021

June 7, 2021

Washington State’s New Capital Gains Tax – 7 Things to Know Before You Panic (Updated June 2021)

Fellow Washingtonians: You may have noticed, on April 25, our legislature passed a new statewide capital gains tax, which the…

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April 9, 2021

The Top 13 Social Security Questions Answered…in Plain English!

Social Security. We’ve all heard of it, but hardly anyone seems to know what to make of it. Even once…

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March 25, 2021

The 9 Most Common Retirement Mistakes (and How To Avoid Them!)

Today I’m sharing the most common retirement mistakes. With pensions disappearing and life expectancy increasing, it’s more important than ever…

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January 11, 2021

Donor-Advised Funds (DAF): Everything You Need to Know in 2021

This is my complete guide to donor-advised funds (DAF) in 2021. In plain English, I’m sharing exactly what donor-advised funds…

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January 2, 2021

The 5 Best Seattle Financial Advisors (2021 Update)

Today I’m highlighting some of the best Seattle financial advisors. My goal? To help retirement savers find a qualified professional…

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