Editors Note: This post has been updated to reflect recent legislative changes that happened July 1, 2025. When planning for the transfer of wealth, understanding your state’s tax laws is essential. Many people wonder whether…
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Why It’s Important to Review and Update Your Beneficiaries
When was the last time you checked your beneficiary designations? If you’re like most people, it’s probably been some time. Estate planning is easy to put off and thinking about what will happen when you…
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12 Best Cities to Retire in Washington State
Thinking about where to spend your golden years? The Evergreen State offers everything you could want for a fulfilling and worry-free retirement. As one of only nine states with no state income tax, choosing to retire…
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Top Financial Advisor Podcasts
In recent years, the surge in podcast popularity has transformed the way we consume information and learn new skills, making it easier than ever to stay informed and educated while tending to a busy schedule….
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Comparing Tax Proposals from the 2024 Election: How Harris and Trump’s Platforms Might Impact You
As the 2024 election approaches, tax policy is once again at the forefront of debate, with the potential to affect millions of Americans. We are currently in an era of historically low tax brackets due…
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