Will Washington State’s New Excise Tax Affect You?
If you’re considering a move to Washington State, go for the views of Mount Rainier or the Olympics—but think twice if you’re relocating to avoid…
Financial Planning
Portfolio Withdrawals: What’s the Right Amount?
It’s a simple question: How much can I withdraw from my portfolio each year and not run out of money? For decades, experts agreed 4% was the rule of thumb. However, updated models allow for more flexibility. Find out how we seek to make your nest egg last.
What Does the SECURE Act Mean for You?
The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 introduces sweeping changes to retirement legislation. Here are three new rules that might impact you.
Small Tax Moves, Big Medicare Savings
If your income falls within certain brackets, you can potentially save thousands on annual Medicare costs by keeping an eye on your adjusted gross income. Here’s how.