Posts from: 2021
June 7, 2021
Washington State Capital Gains Tax: The 7 Things You Need to Know
Today I’m sharing everything you need to know about the new Washington State Capital Gains Tax. On April 25, Washington…
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…
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…
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…