Our 2022 Q2 Newsletter is live. Check it out!
Generational 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 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 […]
Q1 Newsletter 2022
It’s been a busy few months. Read our latest update HERE.
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 […]
Fall 2021 Newsletter
It has been a busy fall and winter season. See all that’s new in our latest newsletter: Fall 2021 Newsletter
Summer 2021 Newsletter
Here’s how our summer is going. How’s yours? Summer 2021 Newsletter
Advice 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 our Financial Plan, Inc. blog post authored by our own Justin Gross, CFP® entitled What to Know and How to Plan for Washington State’s LTSS Trust Act. While the aforementioned article lays out the […]
Spring Newsletter 2021
Our quarterly newsletter is here with a note on cryptocurrency and some FP Inc family news!