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In the meantime, check out our latest blog posts below and don’t forget to subscribe for education on various financial planning topics.
Washington GET Changes: Should you DreamAhead?
If you purchased any GET units prior to July 2015, you have an opportunity to roll those shares over, into the state’s new 529 plan, DreamAhead. The rollover offers those with GET credits to increase their current value. Is it right for you?
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Five Warning Signs It’s Time to Review Your Home and Auto Insurance (and What to Do About It)
Are you making a mistake with your home and auto insurance? Here are five warning signs that you should re-evaluate your policies.
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Not All Prepaid Funeral Arrangements Are the Same
Not all prepaid funeral arrangements are the same. Some options that seem to be good end up being bad decisions. Here are some questions to consider when evaluating prepaid funeral options.
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How to Give to Your Favorite Causes AND Reduce Your Tax Bill for 2018
With the doubling of the standard deduction from the recent tax reform, the tax benefit of such gifts has been reduced or eliminated as most households won’t have enough deductions to itemize. By having a plan, we can work to reduce your tax bill, while still giving to your favorite causes.
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