If you turn 65 in 2022, it is imperative that you sign up for Medicare during your designated registration window to avoid penalties when receiving Medicare benefits later on. However, the signup window is different…
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Missing Money: Tips for Getting Back Money You Didn’t Know You Had
Every state has laws on handling unclaimed property. They are designed to answer the question of what to do when a business or organization is holding property for someone else (i.e., a consumer, a creditor,…
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Opting Out of the WA Cares Fund for Long-Term Care Insurance
On April 21, 2021, Washington Gov. Jay Inslee signed into law the Long-Term Services and Supports (LTSS) Trust Act, establishing the WA Cares Fund. The intent is to provide eligible workers who need long-term care…
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To Save More or Pay Off Debt Faster? How to Manage Disposable Income
As we enter a new month, you may find yourself with disposable income. This is a great problem to have! But what should you do with this extra income on a monthly basis? Should you…
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Saving Strategies for Budget Haters
Do you tend to avoid the B-word—budget—at all costs? You are not alone! It was once a standard practice for our Spokane fiduciary financial planning firm to ask clients to put a budget together and…
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