As everything winds down for the holiday season and people start thinking of their New Year’s resolutions, I want to shift your thinking about how you go about setting goals and resolutions. Because resolutions…they sort of suck. Studies show that fewer than 8% of people who set New Year’s resolutions actually achieve them. But there…
There are many types of insurance policies floating around out there and it can be overwhelming to figure out what makes sense for you. Health insurance, life insurance, disability insurance – oh my! One often overlooked insurance coverage is the personal liability umbrella policy, aka PLUP. The benefit of a PLUP is that it can…
Without a doubt, reminding our clients to update beneficiary designations is the most consistent reminder we give them. As we are perusing statements for financial plans, we constantly see missing or old beneficiaries on different accounts. Why do so many people have this issue of outdated or missing beneficiaries? Perhaps you made a will and…
A friend of mine recently retired from her family law practice after 40 years. I asked her what her most consistently frustrating estate planning experience was, and she quickly answered: “When bank tellers recommend to seniors that they should add children to their bank accounts.” She believes the tellers are well-intentioned. It is most likely…
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…
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)…
As everything winds down for the holiday season and people start thinking of their New Year resolutions, I want to shift your thinking about how you go about setting goals and resolutions. Because the old way ain’t workin’. Studies show that fewer than 8% of people who set New Year resolutions actually achieve it. But…
Every few weeks or so, I get an email from someone who is considering a career in financial planning. I am positive that they regret asking me as soon as they read my reply, because for the most part, I end up discouraging people from the career. Career Perspective Here’s how I see it…I love-love-love…
My client base is mostly Gen X and Gen Y, with a few super cool Baby Boomers thrown in. So I don’t talk about long term care insurance a lot…but I think it’s very important. So this is my public service announcement to get it on your radar! My long term care insurance story My…
Money management isn’t about being perfect 100% of the time; it’s about the practice of returning to a routine. And I would rather spend 30 minutes (or less) a week catching up then have a longer “session” a few hours per month. Imperfect Money Management It’s true that we all have emotional, energetic and mental…
This will close in 0 seconds