Join us on May 18th at 11am for this month's educational presentation on estate planning basics to ensure your plan is up to date and congruent with your wishes. Lowell and Geoff are excited to be presenting alongside estate planning professional, Michael Biesheuvel of Puget Sound Wills and Trusts. We will review the basics of estate planning including: • Why you should plan • The four "core" estate planning documents • Planning for incapacity • And much more! Watch the recording here.
Unexpected illnesses, broken bones, and unforeseen medical conditions can unfortunately arise out of nowhere; and given that veterinary care prices have risen, many pet owners may struggle to provide the care that their furry friends need. Taking this into account, does it make sense to get pet insurance?
News headlines everywhere are talking about widespread layoffs, particularly in the technology industry. Of course, the primary concern when facing a layoff is finding a new job, but that can take time. Here are a few things to think about as you adjust to your new normal. Perhaps most importantly, DON’T PANIC!
Whether you are part of a recent layoff or are giving your two weeks’ notice, life can be stressful during a job transition. It may be tempting to delay (and even easier to completely overlook) one of the most important decisions about your financial life: what should you do with your old 401(k)? Here are the options to consider.
