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Beware of the Tax Cost of Turning Your Primary House into a Rental Property
With rental properties taxed differently than personal residences, in some cases, these can make it tempting to move into an existing rental property. Homeowners, learn more about how turning a primary house into a rental property can be a poor tax move.
The 5 Biggest Financial Planning Mistakes Made by Tech Professionals | Mistake #4
Through my own experience as a tech employee and my experiences now as an advisor working with tech professionals, I’ve identified some of the biggest financial planning mistakes that can hold the tech community back from achieving financial independence and success.
Medicare Income-Related Monthly Adjustment Amount (IRMAA) Surcharge – What Does It Mean, What Can I Do, and How?
The first question on many retirees’ minds is how to pay for expensive healthcare costs and health insurance when you’re no longer covered by the employer plan you relied on throughout your career. Let’s explore Medicare premiums and an important potential speedbump known as IRMAA.
New Payroll Tax in Washington State
Do you work at Amazon, Microsoft, Facebook, F5 Networks, or any of the other large tech employers in Washington State? Do you earn over $300,000 a year? If so, read this!
The 5 Biggest Financial Planning Mistakes Made by Tech Professionals | Mistake #3
Through my own experience as a tech employee and my experiences now as an advisor working with tech professionals, I’ve identified some of the biggest financial planning mistakes that can hold the tech community back from achieving financial independence and success.
Breaking Down the Barriers to Sustainable Investing
You can incorporate your values and support causes through sustainable, responsible, and impact (SRI) investing. Learn about some of the roadblocks and how to break down the barriers to sustainable investing.
Downsizing? Tips for Getting the Best Property Size
Americans are rethinking what they value and how they want to spend their precious moments. If you are preparing to retire, these tips will help you make the most from downsizing.
The 5 Biggest Financial Planning Mistakes Made by Tech Professionals | Mistake #2
Through my own experience as a tech employee and my experiences now as an advisor working with tech professionals, I’ve identified some of the biggest financial planning mistakes that can hold the tech community back from achieving financial independence and success.
Should I Set Up a Traditional 401k for My Business?
Whether you recently transitioned to being self-employed or have been a business owner for years, you may have wondered what the best way is to save for retirement. However, the decision as to which type of plan to choose is far from simple. Let this flowchart help guide you!
Spring Document Cleaning
It’s almost spring, which means it’s time for some spring cleaning—and this spring’s focus is paperwork. Wealth Advisor, Danielle Brandli, CFP®, shares some tips on how to minimize the number of documents you need to keep and maintain.
The 5 Biggest Financial Planning Mistakes Made by Tech Professionals | Mistake #1
Through my own experience as a tech employee and my experiences now as an advisor working with tech professionals, I’ve identified some of the biggest financial planning mistakes that can hold the tech community back from achieving financial independence and success.
Is It Time to Hire a Financial Advisor? | 5 situations when the answer could be yes
If you find yourself in any of these situations, you should consider hiring a financial advisor.
