July 13, 2023

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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February 12, 2023

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…

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January 1, 2023

Gifting Money to Children in 2023: Everything Retirements Savers Ought to Know!

Gifting Money to Children in 2022: Everything Retirements Savers Ought to Know!

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November 15, 2022

Creative Ways to Fund Your Long-Term Care Insurance

Today I’m sharing unique alternatives to buying long-term care insurance. While some people can avoid an expensive insurance policy, everyone…

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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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