Financial advisor

Your Buy Local Holiday Guide

Since we’re moving into the holiday season still all pandemic-y and virus-y, now is a great time to support local businesses as you SHIP your gifts to extended family, PICK UP food and quarantine, and hunker down for the holidays. Just to be helpful, I put together a list of some local Seattle (or regional)…

Financial advisor

Are You a Co-Dependent Spender?

What a year, huh? We’re in the home stretch now… and hopefully, people can take some time and regroup after a super-stressful year.  And even with record unemployment, I’m not seeing a lot of efforts to SAVE money on gift-giving; more often, people are thinking of this as the perfect time of year to practice…

Financial planners

Do You Have Financial FOMO?

I’ve been talking to a lot of people lately who are experiencing a serious “Fear of Missing Out” or “FOMO” about something. Multiple people have expressed concern about missing out on: Buying a home while real estate prices are still low (in Seattle, haha! Hang on, let me get my time machine and transport you…