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- 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
- In a Most Delightful Way Blog Series: Part 3
- In a Most Delightful Way Blog Series: Part 2
- In a Most Delightful Way Blog Series: Part 1
- Winter 2021 Newsletter
- 2021 Numbers Unlimited
- Lessons from GameStop Mania
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