Monica Aaron

Make sure your professional team is working hard for you.

What Women Need to Know When Working With a Financial Advisor | 5 Tips

I was recently reminded of a troubling statistic: Two-thirds of women do not trust their advisors. This is troubling, largely because it’s so preventable. Check out these tips all women should be aware of to improve this relationship and strengthen their financial futures.

How to Report Your 2020 RMD Rollover on Your Tax Return

One of the provisions of the CARES Act was a suspension of 2020 Required Minimum Distributions (RMDs). For individuals who took a distribution early in 2020, they were given the opportunity to “undo” part or all of that distribution by returning funds to their IRA by August 31, 2020. Learn more about the tax reporting.

City of Tacoma Employees: Buy-Up Long-Term Disability Insurance Benefit

Starting Monday, January 11 through Friday, January 29, eligible City of Tacoma employees have an opportunity to buy affordable additional long-term disability insurance coverage through the City. While this benefit may not sound too exciting, it represents essential insurance coverage that you should consider.

Client Services Account Specialist

Make sure your professional team is working hard for you.

What Women Need to Know When Working With a Financial Advisor | 5 Tips

How to Report Your 2020 RMD Rollover on Your Tax Return

City of Tacoma Employees: Buy-Up Long-Term Disability Insurance Benefit

What Women Need to Know About Working with Financial Advisors | Tip #5

What Women Need to Know About Working with Financial Advisors | Tip #4

Why Do I Need A Financial Plan?