Wealth Management Updates

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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.

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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Flash Report: Safeguarding Assets from an ex-Spouse

August 2022

Marriage is one of life’s biggest milestones. Unfortunately, for many couples, so is divorce. That’s why it makes sense to consider how an upcoming wedding—be it yours or that of a child or grandchild—could impact both your current wealth and your wealth planning goals. There are often ways that couples who are tying the knot can add layers of protection to some of their assets. With that in mind, our latest newsletter takes a close look at some asset protection strategies to consider if you’re getting married (or remarried), or if your child (or grandchild) is headed down the aisle soon.

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Qualified Opportunity Zone Program

July 2022

Qualified Opportunity Zones were established by the Tax Cuts and Jobs Act in 2017 to provide a tax incentive for private, long-term investment in economically depressed communities around the United States. When structured properly, they can be a compelling opportunity for the right investor.

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Setting Up Two-Factor Authentication

February 2022

Two-factor authentication (also called “two step authentication”) adds a second layer of security to your authentication process as you log on to an online service. If you do not already have 2FA enabled on your Schwab or Fidelity account, you will find a step-by-step walkthrough below on adding another layer of protection.

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