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Time to Reassess Your 401(k)? Consider the Mega Roth Conversion

Happy 401(k) Day! This day is a great reminder to ensure your retirement savings are on track. While you may have your plan in set-it

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Holistic Wealth Management with a Fjaka Touch

Many of us have experienced those moments when the constant demands on our time and attention get to be too much and we want to

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Financial Tips for Recent College Graduates

As a recent college graduate, taking control of your finances is one of the most important steps you can take toward building a great future.

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Decision 2024: History Often Rhymes

Pattern recognition is an important part of investing. Although history rarely repeats itself perfectly, it often rhymes.

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The Good, the Bad, and the Ugly

SECURE 2.0, the looming sunset of the Tax Cuts and Jobs Act (TCJA) tax provisions, and the Washington state capital gains tax are a perfect

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Stay the Course but be Willing to Adjust Your Sails

When it comes to investing, market volatility can cause fear so strong that even basic training in the risk-reduction, return-enhancing benefits of diversification is forgotten

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A College Savings Primer

With all of these savings methods, it’s best to start saving early – preferably as soon as the child is born or adopted. Time is

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Guidance in turbulent times

A good advisor is a resource during challenging times and helps both by planning in advance, so you’re prepared for market shocks, and by providing

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WELL, WE’RE WAITING…

Unfortunately, determining what taxes will be in effect as we head into 2023 is still analogous to nailing jello to a tree or pushing string.

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WASHINGTON’S LONG-TERM CARE PAYROLL TAX

As you may have heard, the Washington State legislature has passed a payroll tax to help fund the first state-run long-term care insurance program in

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