Posts

• 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