To Build Wealth, Start At The Start…

Often I write things for my blog that maybe our actual client base doesn’t need to prioritize as much here in the economically vibrant, high-tech, dual-income world of Seattle. However, I believe that we can ALL be better with our spending and debt management. And since I know there are still TONS of people who…

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Are You Spending Your Feelings?

You might have heard the term “eating your feelings,” especially during COVID when we were stuck at home and there wasn’t much else for us to do. I would posit that there are some people who instead SPEND their feelings. When you’re stressed, do you tend to shop? No judgment – this is totally normal.…

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What to Do If An Elderly Parent Has Little Money

This week’s blog post is from one of our clients who experienced first-hand what all adult children face: dealing with all the issues around aging parents.  Knowing your elderly parents’ financial situation is essential. If your parent(s) could run out of assets, you may need three to four years’ lead time to secure their senior…

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Are You Ready to Help Your Aging Parents?

This week’s blog post is from one of our clients who experienced first-hand what all adult children face: dealing with all the issues around aging parents.  Like many middle-aged people, I’ve gradually taken on more of life’s tasks for an aging parent  Years ago, my mom needed my help unpacking boxes after moving to a…

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How Can a Couple “Win” At Money?

February always equals “relationships” in my head… even though Valentine’s Day is a manufactured holiday, I can’t help but take stock of what I like or don’t like about how things are going in my relationships. And when you add money issues into the mix, things can get spicy, because no two people EVER do…

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It’s About the Planning, Not Just the Plan

When it comes to financial planning, many people often focus solely on the end result – the plan itself. But let me tell you, the real magic lies in the journey – the planning process. Embrace the Learning Process Taking control of your finances can be a daunting task, and it’s natural to feel anxious…

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Financial Planning Should Not Be Urgent

Why should you do financial planning right now?  Um, maybe you shouldn’t. Sometimes when in a sales situation, the seller creates urgency – there’s a deadline to get a certain deal. I HATE this. Deadlines and deals are artificial. You should never feel like you’re making a decision under a deadline, and if you do,…

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Introducing The Yield Curve (and why it’s important)

In case you haven’t noticed, interest rates on savings accounts have risen dramatically over the past year. In fact, they are quite attractive! On top of that, certificates of deposit (CDs) are also posting favorable interest rates on your cash.  If you aren’t familiar with CDs, these are a type of savings account that holds…

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