Shelley Yates
Financial Spring Cleaning
Spring is the perfect time to declutter and tidy up, and that applies to your financial situation just as much as your closets. The gap...
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Shelley Yates
- Mar 19, 2022
- 1 min
When Can I Expect My Tax Refund?
Whether you’ve already filed or are waiting until the last minute to do so, you may be wondering how quickly you can expect your tax...
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Shelley Yates
- Jan 13, 2022
- 2 min
Defining and Achieving Financial Wellness
January is Financial Wellness Month, but what does “financial wellness” mean? If you think of health and wellness as a three-legged...
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Shelley Yates
- Dec 24, 2021
- 2 min
New Year, New You: 6 Resolutions for 2022
Beginning a new year provides us all a fresh start, a chance to dive into new opportunities, set new goals, and create new memories. To...
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Shelley Yates
- Dec 17, 2021
- 2 min
Last Minute Financial Tips to End the Year
Year-end is a great time to take stock of where you are financially and where you’d like to be next year. It’s not too late to knock out...
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Shelley Yates
- Nov 19, 2021
- 2 min
The Basics of Long-term Care
At some point in our lives, most of us will need assistance with daily activities like dressing, bathing, driving, and cooking. Long-term...
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Shelley Yates
- Sep 30, 2021
- 2 min
What to Do With Your Retirement Plan When Changing Jobs: Part Two
If you’re changing jobs, you may be wondering about what to do with your accrued retirement plan savings. Obviously you’d like to...
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Shelley Yates
- Sep 20, 2021
- 2 min
What to Do With Your Retirement Plan When Changing Jobs: Part One
Are you changing jobs? If so, you may be thinking about what to do with the retirement plan savings you have accrued. Your goal is likely...
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Shelley Yates
- Aug 31, 2021
- 2 min
College Checklist: Financial Tips for Freshmen
It’s that time of year again: back to school. For millions of Americans, that means students are headed off to college, many for the...
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Shelley Yates
- Aug 14, 2021
- 2 min
Expect the Unexpected: Hidden Costs on Campus
Whether you’re paying for your child’s college education with a 529, scholarships, loans, or a combination of these, there are other...
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Shelley Yates
- Jul 30, 2021
- 2 min
5 Things You Didn't Know about 529 Plans
While you may know that 529 College Savings Plans offer tax-deferred savings and tax-free withdrawals, there are several aspects of 529s...
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Shelley Yates
- Jul 17, 2021
- 1 min
Using Your Child Tax Credit to Pay for College
The Child Tax Credit, which has existed for over two decades, was recently expanded under the American Rescue Plan from $2,000 to $3,000...
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Shelley Yates
- Jun 30, 2021
- 2 min
Leaving a Legacy: What Your Estate Plan Doesn't Cover
A few weeks ago, we spoke about the 6 steps of estate planning. But estate planning isn’t just about setting up a will and getting...
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Shelley Yates
- Jun 18, 2021
- 2 min
The Six Steps of Estate Planning
Estate planning can often be a neglected part of financial planning, because it can be uncomfortable or difficult to think about dying or...
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Shelley Yates
- May 29, 2021
- 2 min
5 Ways You SHOULD Spend Your Tax Refund
Every year, millions of Americans receive a tax refund. This year, you may have been one of them. While in theory it’s best to prepay...
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Shelley Yates
- May 18, 2021
- 2 min
5 Ways You Shouldn't Spend Your Tax Refund
Every year, millions of Americans receive a tax refund. This year, you may have been one of them. While in theory it’s best to prepay...
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Shelley Yates
- Apr 30, 2021
- 2 min
2021 Child Tax Credit: What You Need to Know
Starting in July, many parents are expected to get a financial boost in the form of direct monthly payments to support the cost of...
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Shelley Yates
- Apr 14, 2021
- 2 min
New Washington Payroll Tax - Act Now to Opt Out
You may have heard that a first-of-its-kind program, a result of the Washington State Long Term Care Trust Act, instituting a compulsory...
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Shelley Yates
- Mar 17, 2021
- 2 min
Tax Truths and Tall Tales: Part Two
With something as complicated as the US tax code, it makes sense that a few tax myths have developed along the way. Often, these myths...
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Shelley Yates
- Feb 18, 2021
- 2 min
Tax Truths and Tall Tales: Part One
With something as complicated as the US tax code, it makes sense that a few tax myths have developed along the way. Often, these myths...
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