Wealth Management Updates

Meet your dedicated team of experts

Insights from our team.

Insights from our team.

We regularly share relevant and timely insights to help you live your best life. Our newsletter provides the latest insights, trends, and analysis from our team of wealth managers on topics relevant to your life: investment management, financial planning, tax strategies, Social Security, and much more.

Flash Report: Making Wealth Management Decisions as a Couple

February 2023

How well do you and your spouse or partner work together when figuring out issues around saving, spending, and investing? The answer could have a big impact on your future. And if you’re like many Americans, the answer may be “not well enough.” Our latest newsletter shows why it’s so important to make financial decisions as a team, along with tips for ways to work together both more often and more effectively.

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Fraud and Identity Theft

January 2023

As we are all becoming aware, there has been a significant increase in identity theft and other forms of fraudulent activities that could impact you or those you care about. If you become a victim of identity theft, here is a list of the things that you can do to protect yourself.

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What to Know About Secure Act 2.0

January 2023

Late last year, Congress passed the “Secure Act 2.0.” This legislation, which is now law, is one of the most significant changes to retirement plan rules in over a decade. It contains dozens of new and updated rules. Here we have outlined the most important changes you should know about as you think about saving for retirement and begin withdrawing from your accounts when the time comes.

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2022 End of Year Planning Items

November 2022

2022 is quickly coming to a close. Before we look ahead to 2023, we wanted to share a list of five end of year financial planning items that we are carefully monitoring. Some of these items may apply to you. Most of them, but not all, have December 31, 2022 calendar deadlines.

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Two Homes in Two States: Residency and Income Tax Principles

November 2022

According to the U.S. Bureau of Labor Statistics, 34% of private employers expanded remote work options during the pandemic, and of those organizations, 60% plan to keep those policies in place after the pandemic has ended. With this in mind, it is no surprise that many professionals are looking to work from sunnier locales, especially during our Pacific Northwest winters. But this can introduce some complexity to their tax planning.

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Flash Report: Smart Money Moves to Make While You are Still Mentally Sharp

September 2022

As we age, we tend to lose some of our cognitive abilities, and that, in turn, can cause us to make financial decisions that aren’t in our best interests. Your best bet: Don’t panic. There are steps you can take right now that can potentially set you up for success even if you begin to experience some form of cognitive impairment that might otherwise threaten your financial future.

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