Money & Life

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 taxes on capital gains.

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.

When it comes to planning for emergencies, what is the right amount to hold in a rainy day fund? While there is no single formula that works for everyone, here are a few important considerations.

While low mortgage rates may be alluring, some quick math can help whether refinancing your mortgage can be a smart money move.

Did you miss our recent webinar? Our team discusses year-end financial planning moves you can make now to start 2021 strong in this recorded video.