Mary Lago, CFP®, CTFA, discusses the theme for the first quarter of 2022, “Valuing the Resources of Time and Money.”
First Quarter 2022 Wealth Management Insights Video: Valuing the Resources of Time and Money
Wealth Management Insights: Valuing the Resources of Time and Money
‘Tis the Season for Gifting
With the hustle and bustle of the season around us, many are considering the good cheer they can share with others. For those of the mindset that it is better to give than receive, here are some guidelines on making financial gifts.
Wrapping Up 2021 With a Bow: Year-End Planning
As we approach the hectic holiday season, we encourage you to pause and review your personal finances before we close the books on 2021.
Considering Medical Expenses in Retirement
As we plan for retirement, we also start to contemplate the reality of increasing healthcare expenses. Here are some important considerations in your planning.
Year-End Insights: Certain Strategies for Uncertain Times
Video recording of the webinar hosted on October 13, 2021 titled, “Certain Strategies for Uncertain Times.”
Fourth Quarter 2021 Wealth Management Insights: Certain Strategies for Uncertain Times
Five Tips to Mitigate Cybersecurity Breaches
Katherine Russell, IACCP®, shares tips to help prevent cybersecurity breaches. Technology support services are one of many offerings from Octavia Group, our family office solution for clients.
Wealth Management Insights Video: Protecting Your Assets and the Evolving Retirement Rulebook
Scott Christianson, CFP®, discusses the SECURE Act and other changes that retirees and those planning for retirement should know.
Backdoor and Mega Backdoor Roth Strategies
If you are looking for ways to increase your tax-advantaged retirement savings, it may be worth exploring the concepts of the backdoor Roth, and the newly popular mega-backdoor Roth. If the circumstances fit and the rules are followed, both strategies allow individuals to save money for retirement without ever paying income taxes on the funds again. Yes, you read that right.
Tax Strategies to Help Navigate the American Families Plan Proposal
Tax policy is being proposed and revised at a furious pace in Washington. Not knowing if, when and in what form the proposals might turn into law, it may be tempting to ignore the process and wait for the final outcome.
Third Quarter 2021 Wealth Management Insights Video
Josh Frankel, CFP®, discusses five questions to talk to your insurance agent about that will help you protect your assets.
A Reality Check on College Costs
In the past 30 years, the cost of your cup of coffee doubled. Medical care costs rose 435%. And college costs? According to a study by J. P. Morgan Asset Management, tuition increased … 822%.
Third Quarter 2021 Wealth Management Insights Publication
Wealth Management Insights Third Quarter 2021: Protecting Your Assets and the Evolving Retirement Rulebook
New Payroll Tax for Washington Residents
Washington State has created the nation’s first public state-operated insurance program for long-term care insurance funded by a new payroll tax of 0.58% paid by employees (not employers) starting January 1, 2022.
What to Do with Excess 529 Plan Funds?
While reaching your college savings goal is worth celebrating, it’s important to know your options should you have excess funds.
How to Choose a 529 Plan
In honor of National 529 Day, we’ve highlighted several criteria to explore when it comes to choosing the best plan for your college savings and wealth planning needs.
A Focus on 529 Plans in May
College tuition costs have increased more quickly than any household expense in decades. Although there are many education funding options, there is one that often rises to the top – the 529 plan.
Alphabet Soup: Examples of Irrevocable Trusts and Purposes
If you are feeling anxious about possible changes to estate taxes, expect to have a taxable estate, and want to take action – it may be worth learning a little bit about irrevocable trusts.
Second Quarter 2021 Wealth Management Insights Video
Mary Lago, CFP®, CTFA, chair of Ferguson Wellman and West Bearing's wealth management committee, discusses strategies to create a legacy for future generations of your family.