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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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What Happens When You Can’t Work?

A disability can happen at any time, to anyone. But not you, right? But what if it does? Making sure you are covered for this ‘what if’ is an important piece of your financial puzzle. Check out what you can do to be prepared.

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Talking to your Parents about Health and Finances

The best way to prepare and protect your family is to start with education and a thoughtful conversation. Spend the time now to educate your family members about the importance of saving for the unexpected in their own lives. Remember, surprises happen far less often when you have a plan.

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Tax Tips

Tax season is quickly approaching. Are you feeling prepared? Here’s a handy guide, which covers some changes to the tax code this year and gives some helpful tips to successfully navigate the tax season.

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Demystifying College Financial Aid

As your high school senior starts eagerly checking the mail for college acceptance letters or your university scholar wraps up another tough semester, you and your student are aware of the impact of tuition and student loans on your future. It’s important to understand financial aid applications, options, and rates when navigating the complex arena of student loans.

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How Much Risk Do You Need To Take?

Determining the right amount of risk to take in your portfolio can be tricky. Once you do figure out how much risk is necessary, do you have a plan to stick with it? Learn more about what you should consider when calculating your risk tolerance.

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Hiring an Advisor? Watch this first.