Four Simple Gifting Strategies How do you transfer your wealth and property to the next generation before you pass on? While the question may be unappealing to consider, gift and trust planning is a critical part of your long-term financial plan. By planning ahead, you can better direct exactly where your hard-earned wealth ends up […]
Now 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 had made many of us numb to Putin’s antics, and an actual invasion seemed a distant possibility just a few weeks ago. My heart goes out to the Ukrainian and Russian people, who are […]
Updated: 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 the WA Cares Fund payroll tax until July 1, 2023. The delay is the result of concerns brought forward by Washington State lawmakers and the general public over specific components of the law. As […]
Updated: 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 hitting the markets. Given today’s (still, but for new reasons) turbulent market conditions, it seems to be a good time to reflect on the aftermath of the 2020 market drop. The thing I’m not […]
In 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 and CEO, James Twining, CFP®. The book aims to explore and simplify concepts based on the author’s own recollection of his early life and storied career path. The formula includes a story or anecdote […]
In 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 and CEO, James Twining, CFP®. The book aims to explore and simplify concepts based on the author’s own recollection of his early life and storied career path. The formula includes a story or anecdote […]
In 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 and CEO, James Twining, CFP®. The book aims to explore and simplify concepts based on the author’s own recollection of his early life and storied career path. The formula includes a story or anecdote […]
In 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 and CEO, James Twining, CFP®. The book aims to explore and simplify concepts based on the author’s own recollection of his early life and storied career path. The formula includes a story or anecdote […]
In 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 and CEO, James Twining, CFP®. The book aims to explore and simplify concepts based on the author’s own recollection of his early life and storied career path. The formula includes a story or anecdote […]
In 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 and CEO, James Twining, CFP®. The book aims to explore and simplify concepts based on the author’s own recollection of his early life and storied career path. The formula includes a story or anecdote […]