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...

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...

January is Financial Wellness Month, but what does “financial wellness” mean? If you think of health and wellness as a three-legged...

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...

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...

At some point in our lives, most of us will need assistance with daily activities like dressing, bathing, driving, and cooking. Long-term...

If you’re changing jobs, you may be wondering about what to do with your accrued retirement plan savings. Obviously you’d like to...

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...

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...

Whether you’re paying for your child’s college education with a 529, scholarships, loans, or a combination of these, there are other...

While you may know that 529 College Savings Plans offer tax-deferred savings and tax-free withdrawals, there are several aspects of 529s...

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...

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...

Estate planning can often be a neglected part of financial planning, because it can be uncomfortable or difficult to think about dying or...

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...

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...

Starting in July, many parents are expected to get a financial boost in the form of direct monthly payments to support the cost of...

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...

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...

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...