Time, temperament, and talent—the three T’s that are required to succeed at anything. One of my mentors taught me this acronym early in my financial planning career, adding that if someone can’t do one of…
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Media Highlight: Breaking Down the New Washington Cares Fund
Should you pay Washington’s new long-term care tax or find a private insurer? Our managing partner and financial planner Eric Christiansen weighed in on KXLY. Click the link below to view the full article on…
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Traditional or Roth IRA: Tax Deduction Now or Tax-Free Income Later?
Making the decision to save for retirement should be simple: If you save part of your income now and live on less than you make, someday you will be able to retire and hopefully maintain…
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What I’m Listening to: September 2021
Marketing Tom Ferry Podcast Experience: Interview with Seth Godin: Undisputed Heavyweight Champ of Modern Marketing My big 3 take-aways: Have a specific and focused expertise around the smallest viable audience You can’t just be another…
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What Realtors Need to Know About Washington State’s New Long-Term Care (LTC) Tax
Executive Summary Starting January 1, 2022, Washington will be the first state in the union to implement a long-term care benefit with a corresponding tax to fund it. What does this mean for top-producing real…
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