Assisting with estate planning is one of the valuable, though often overlooked, services we provide.
One hundred days after the Brexit scare, nine months after the most recent Fed rate hike, the markets once again confounded nervous investors by rising instead of falling. Last week, Fed Chairperson Janet Yellen told the world that the U.S.
If you are a Washington State resident and actively saving money for college, you’ve probably heard of Washington State’s Guaranteed Education Tuition (GET) program. The GET allows college savers to pre-pay for tuition today at a known cost per year to be used in the future, regardless of how much tuition actually costs in the future.
As your personal CFO, we're here to help you plug holes in your financial buckets. One big area to evaluate is your cash flow and monthly expenses.