Physician Interviews

I can’t stress enough the importance of Living Fully. It’s one of the biggest reasons I love my job – by taking some of the worry and stress about finances away, my clients can spend time doing the things they love. Here, I’ll highlight examples of physicians who are doing an exemplary job of living fully.

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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.

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

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.