December 20, 2023 | Umbrella Insurance: A Comprehensive Guide to Protecting Wealth Unlock financial security with Umbrella Insurance—shielding assets, extending liability coverage, and providing peace of mind. Read more
November 20, 2023 | Demystifying Life Insurance Learn the key terminology, policy types, features, and steps to take when evaluating and purchasing life insurance. Read more
April 06, 2023 | The Layers of Safeguards Provided by FDIC Insurance, SIPC Insurance, and Fidelity Learn the different protections provided by FDIC insurance, SIPC insurance, and Fidelity. Read more
May 20, 2022 | Amazon Employee Benefits: An Overview of Disability Insurance Amazon corporate employees working more than 30 hours per week are eligible for both short-term and long-term disability coverage at no additional cost. Read more
April 04, 2022 | Homebuyers: Watch Out for Mortgage Closing Scams Wire transfer fraud has risen sharply in the past few years. The FBI tracked down almost $1 billion from mortgage closing scams in… Read more
January 27, 2022 | Applying for an Exemption to Washington State’s New Long-Term Care Tax You may qualify for an exemption to the WA Cares Fund LTC tax, potentially resulting in thousands of dollars in annual savings. Read more
November 24, 2021 | Help Aging Parents Prepare for Their Shifting Needs Nearly 70 percent of Americans ages 65 and older will eventually need long-term care, often at an exponential cost. Read more
October 12, 2020 | Medical Professionals and Money: How to Plan a Financially Successful Future Financial planning for medical professionals is no simple task. Let's explore four areas of focus to help you evaluate your situation. Read more
September 14, 2020 | Protecting Key Documents in Case of Evacuation As wildfires ravage the western United States, we recommend taking some time to protect key documents in case of an evacuation. Read more
June 24, 2020 | Unemployed or Furloughed: What Now? More than 40 million Americans have filed for unemployment since the COVID-19 pandemic largely shut down the economy in early March. Read more