One reason clients seek out a financial planner is to figure out what to do with cash. The amounts c…

RMD refers to the Required Minimum Distribution from a qualified retirement account. “Qualified” mea…

We often hear from clients that they want to simplify their investments and accounts. Simplify could…

A few weeks ago, I packed for a 6-day family vacation with three generations and cousins. I did my u…

At the end of the year, we often think about taxes. Should I withdraw more money from my IRA or …

It’s that time of year again – open enrollment for Medicare and insurance coverage through many empl…

Before diving into a stock option plan, it’s important to decide how the decision fits into a larger…

One way to think about uncertainty in retirement is with Monte Carlo analysis, which models differen…

When tech workers first get stock options, they may be excited, having heard stories of people makin…

Our equity comp framework uses your priorities to design a strategy for your company stock. When we …

No one has a guarantee of not running out of money in retirement, but you can reasonably address the…

See our previous blog posts about Shifting from Saving to a DIY Paycheck and Build a DIY Paycheck fr…

Crafting a DIY Paycheck from investments and savings is a means to cover the gap between income (lik…

Retirement brings many changes and chief among them is a mind shift from “save and invest” to “pull …

Starting in January, seniors will see their Social Security monthly benefits increase by 5.9% due to…

Washington at the forefront for LTC  Washington is the first state in the nation to create a mean…

Me! And lots of other people. It is a good baseline when selecting a financial advisor. Fee-only …

* It is all good advice. Good advice for someone, in some situation, which may or may not be YOUR si…