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…

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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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