Financial Planning Blog

31 Oct 2022How to survive a zombie apocalypse


For over a decade, a dramatic television series called “The Walking Dead” has aired on AMC. The show follows an eclectic…

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23 Sep 2022Q3 2022 Newsletter


It’s been a busy summer at Financial Plan! View our quarterly newsletter for the details.

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28 Jul 2022How Inflation Affects Asset Values


In 1980, the inflation rate peaked at 13.5%; higher than it had been in 60 years. The miserable economic conditions of…

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09 Jun 2022Q2 2022 Newsletter


Our 2022 Q2 Newsletter is live. Check it out!

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08 Jun 2022Generational Wealth Transfer Strategies to Minimize Taxes and Fees


Four Simple Gifting Strategies How do you transfer your wealth and property to the next generation before you pass on? While…

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13 Apr 2022Q1 Newsletter 2022


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

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25 Feb 2022Now 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 Feb 2022Updated: 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 Feb 2022Updated: 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 Jan 2022Fall 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 Sep 2021Summer 2021 Newsletter


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

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23 Jun 2021Advice 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 Jun 2021Spring Newsletter 2021


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

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02 Jun 2021In 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 May 2021In 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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