Insights to Simplify & Inform Your Financial Life

Figuring out your “why” may become one of the most powerful and rewarding experiences of your life.

Many adult children of aging adults know how difficult it can be to talk with their parents about age-related topics. Jake Harwood, Ph.D. in Communications, and Jim McCabe, Ph.D., President of Eldercare Resources, a geriatric and care management company, offer tips to help family caregivers communicate with their aging parents on sensitive subjects, which are often avoided.

Putting together an estate plan can feel overwhelming, but it's an integral part of seeing your final wishes through. Take time to sort through each of these items with your financial advisor to help keep your estate and your loved ones well-organized and prepared.

Recently inherited an IRA? The wrong move could cost a boat load in taxes and penalties, but you have options. We're breaking down the five different options for what you can do with your inheritance.

Washington has adopted the nation’s first state-run long-term care (LTC) insurance program for Washington residents, to be paid through a payroll tax by Washington employees.

With the launch of our new website, we recently had the opportunity to be featured in a blog post by our website developer, twenty over ten. Check out their post showcasing all of our new amazing features.