Hey Amazon! It’s that time of year – open enrollment is coming up! Traditional 401(k) versus Roth 401(k), which health benefit to choose? We know there are a lot of options to wade through. Luckily, we’re here to help! 
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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.
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.
What Women Need to Know About Working with Financial Advisors | Tip #4
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.
Why Do I Need A Financial Plan?
Why do you need a financial plan? Not only to increase your chances of success, but to also minimize potential failures.