Did you know that the question “How can I start investing?” is one of the most commonly Googled search terms? It’s one of those questions that can be soooo simple – but also feel overwhelming and complicated. I often tell our clients, it helps to have a “filter” for this sort of thing (like a…
DetailsOften 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…
DetailsYou 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.…
DetailsThis 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…
DetailsThis 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…
DetailsThis is one of the discussions I bring up every year because I think it’s soooo important. Everybody says they want a good relationship with their money…but what does that even mean? Does it mean you’re cool with money until there is a conflict … and then you turn on it? Just how deep or…
DetailsFebruary 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…
DetailsWhen 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…
DetailsWhy 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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