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Using RSUs for Monthly Cash Flow

Do you know how to manage your RSUs, bonus and salary to cover your regular spending? It may be time to review how to strategize with income buckets and minimize taxes to strengthen your financial life.

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Mega Backdoor Roth Explained!

Everyone thinks about saving for retirement, and not many people want to work forever. However, have you thought about the best way to save for the future? If you are setting aside the yearly max in your 401(k) and channeling extra savings to your brokerage, you might be missing out on powerful tax-advantaged saving opportunities.

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Lessons From The Lost Decade (2000-2009)

“Past performance is no guarantee of future results” is a required compliance disclosure used by money managers when reporting performance. Unfortunately, it is truer in the world of investments than almost anywhere else.

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What is a CDFA®?

Divorce is stressful and impacts the financial futures of those involved. Find out how a CDFA® can help alleviate the financial stressors in this article.

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Financial Blind Spots Quiz

Most people have financial blind spots – things they aren’t aware that they should be doing differently to improve their financial picture. We can’t fix problems we don’t know about, so we created a short quiz to help you identify your blind spots.

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Lease vs Buy: What’s the Best Option?

With the spring season knocking on the door, are you making plans to enjoy the Pacific Northwest? Consider the value of leasing vs buying to stretch your hard-earned dollars. Read this article to learn more about where to start when facing a lease or buy decision.

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Hiring an Advisor? Watch this first.