Financial Planning Blog

13 AprQ1 Newsletter 2022


It’s been a busy few months. Read our latest update HERE.

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25 FebNow is the time for a Steady Hand


Like many of you, this week I watched in horror and shock as Russia invaded Ukraine. Years of rhetoric and posturing…

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12 FebUpdated: What to Know and How to Plan for Washington State’s “LTSS” Trust Act


Article updated on February 7, 2022 On January 27th, Washington State Governor, Jay Inslee, announced a delay in the implementation of…

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04 FebUpdated: Coronavirus: The Market Gets a Cold


Updated February 2, 2022 It’s been nearly two years since the economic impacts of Covid-19 and subsequent containment protocols first began…

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24 JanFall 2021 Newsletter


It has been a busy fall and winter season. See all that’s new in our latest newsletter: Fall 2021 Newsletter

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13 SepSummer 2021 Newsletter


Here’s how our summer is going. How’s yours? Summer 2021 Newsletter

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23 JunAdvice Regarding the Washington State Long Term Care Law


The latest tax news from Washington State includes a long- term care tax on W2 income. For details, please refer to…

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07 JunSpring Newsletter 2021


Our quarterly newsletter is here with a note on cryptocurrency and some FP Inc family news!

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02 JunIn a Most Delightful Way Series: Part 8


Our Spring blog series includes excerpts and basic financial lessons from the book In A Most Delightful Way, by our founder…

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24 MayIn a Most Delightful Way Series: Part 7


Our Spring blog series includes excerpts and basic financial lessons from the book In A Most Delightful Way, by our founder…

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18 MayIn a Most Delightful Way Series: Part 6


Our Spring blog series includes excerpts and basic financial lessons from the book In A Most Delightful Way, by our founder…

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10 MayIn a Most Delightful Way Blog Series: Part 5


Our Spring blog series includes excerpts and simple financial lessons from the book In A Most Delightful Way, by our founder…

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03 MayIn a Most Delightful Way Blog Series: Part 4


Our Spring blog series includes excerpts and basic financial lessons from the book In A Most Delightful Way, by our founder…

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26 AprIn a Most Delightful Way Blog Series: Part 3


Our Spring blog series includes excerpts and basic financial lessons from the book In A Most Delightful Way, by our founder…

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19 AprIn a Most Delightful Way Blog Series: Part 2


Our Spring blog series includes excerpts and basic financial lessons from the book In A Most Delightful Way, by our founder…

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