Archives

Estate planning is vital, but not necessarily straightforward.  It can be complex, and to be effective must be tailored to an individual’s circumstances and preferences.  This article describes [...]

Are you an employer who is currently offering a retirement plan to your employees, or are you thinking about offering a plan in the future?  As a sponsor of a company retirement plan, you have a [...]

For most of us, retirement success means achieving some version of living comfortably, while being as worry-free as possible during our retirement years. However, reaching this goal is often [...]

It is our advice and practice that we manage investments by addressing issues in order of their importance. We make this determination by understanding which areas of planning give us the [...]

Ethan Broga was recently featured in The Seattle Times “Financial Makeover” series. Read Ethan’s recommendations to help a local pharmacist reach his financial goals of paying down student [...]

In 2009, the Certified Financial Planner Board of Standards sponsored the National Consumer Survey on Personal Finance to establish baseline data on consumer personal finance and financial [...]

Seattle Times – Tenured University of Washington professors Martha Bosma, 48, and Bill Moody, 56, and children Alice, 12, and Joseph, 10. The North Seattle couple have saved diligently for [...]