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Posts
Out of the Mouths of Babes
Just When You Thought You Were Out of Debt
Retirement Tax Planning: The Three Tax Wallets
Year-End Charitable Giving Strategies
How Does a Government Shutdown Affect the Stock Market? Impact and Analysis
Your Future Income Tax Brackets May Be Higher Than You Assume
Convert! Oh, Ye of Little Faith: Roth Conversions are Underutilized
Q1 2023 Newsletter
The SECURE ACT 2.0: Three Good features
How Will Taxes Change in 2023? Brackets, Deductions, and More
Q4 Newsletter for 2022
Recency Bias in Investing
How to survive a zombie apocalypse
Q3 2022 Newsletter
How Inflation Affects Asset Values
Q2 2022 Newsletter
Generational Wealth Transfer Strategies to Minimize Taxes and Fees
Q1 Newsletter 2022
Now is the time for a Steady Hand
Updated: What to Know and How to Plan for Washington State’s “LTSS” Trust Act
Updated: Coronavirus: The Market Gets a Cold
Fall 2021 Newsletter
Summer 2021 Newsletter
Advice Regarding the Washington State Long Term Care Law
Spring Newsletter 2021
In a Most Delightful Way Series: Part 8
In a Most Delightful Way Series: Part 7
In a Most Delightful Way Series: Part 6
In a Most Delightful Way Blog Series: Part 5
In a Most Delightful Way Blog Series: Part 4
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