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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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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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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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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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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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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