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  • About Us
    • Our Team
    • What We Think
    • Community
  • Services
    • Tailored Investment Management
    • Retirement Planning
    • Tax Planning
    • Executive Compensation
    • Business Owner
  • Solutions
  • Resources
    • News and Insights
    • Investor Education
  • Contact Us
  • Client Login
    • Client Portal
    • Charles Schwab
    • TD Ameritrade

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 How Can I Use An IRA Stretch Trust To My Advantage?

How Can I Use An IRA Stretch Trust To My Advantage?

January 15, 2014

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 [...]

 Recognizing Your Fiduciary Responsibility as a 401K Plan Sponsor

Recognizing Your Fiduciary Responsibility as a 401K Plan Sponsor

July 23, 2013

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 [...]

 

Empirical’s Retirement Advantage Program

July 13, 2012

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 [...]

 

Tax Minimization Through Roth Conversions and Asset Location

June 30, 2012

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 [...]

 

Empirical Featured in The Seattle Times “Financial Makeover”

June 7, 2012

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 [...]

 

Dynamic Income Distribution System

March 30, 2012

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 [...]

 

Retire Comfortable and Save for Kids’ Future

January 13, 2012

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 [...]

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