Posts from: 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…
Gearing Up to Retire? The Top Retirement Questions…Answered!
Today I’m going to answer the top retirement questions. Why? Transitioning from the working world to retirement is the most…
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…
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…
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…
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…