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Category: Financial Planning

February 13, 2024

New Federal Reporting Requirement for Beneficial Ownership Information

Overview: A new reporting requirement has gone into effect as of January 1, 2024, that will affect small entities operating in the US – including most corporations, LLC’s, and partnerships established by individuals for estate and financial planning purposes. Affected entities will be required to disclose their Beneficial Owners’ Information (“BOI”) to the Financial Crimes [...]

Glen White
Contributions from: Glen White

October 26, 2023

Getting the Most from Your Amazon Benefits

Amazon provides generous company benefits that can help you build wealth, manage risk, and secure your future. It’s important to consider how to best integrate the additional compensation, retirement, and health benefits into your financial plan. Equity Awards Your grants of Amazon restricted stock units (RSUs) can help increase your cash flow or meet long-term [...]

Katie Mietus
Contributions from: Katie Berntson, CFP®

August 15, 2023

Funding Graduate School by Gifting Appreciated Stock

If you have a student attending graduate school this fall, the tuition payment due date is quickly approaching! Clients who plan on funding all or a portion of the tuition for adult children or relatives often ask what the optimal funding method is – especially if other allocated savings, such as 529 College Savings Plans [...]

Katie Mietus
Contributions from: Katie Berntson, CFP®

January 15, 2023

Diversifying Concentrated Stock Positions: Navigating the Path Less Traveled

Generating wealth and retaining wealth can be two conflicting skillsets, especially when a major source of that wealth is a concentrated stock position. The former requires bold risk-taking, optimism, and allowing eggs to pile up in one basket. The latter requires planning, humility, being proactive, and a certain degree of paranoia. Navigating this shift in [...]

David Bigelow
Contributions from: David Bigelow, CFP®, MBA

October 25, 2022

Charitable Gifting Options as We Close Out the Year

The long warm summer we’ve enjoyed in the Pacific Northwest is officially transitioning into fall. With the cooler temperatures and changing leaves, our thoughts turn toward the holidays, gift giving season, and how we can make an impact in our community before the year is over. When it comes to making a charitable impact through [...]

Vonie Bright
Contributions from: Vonie Bright, CFP®

June 22, 2022

Invest With Pride: Finding the Right LGBTQ+ Financial Planner

Pride Month has become a widespread movement to vocalize support and raise awareness around LGBTQ+ issues. It’s a time to come together and celebrate the contributions of the LGBTQ+ community, commemorate the historical impact, and acknowledge the continued struggle for visibility and equal legal rights across the country. However, it’s important to recognize that celebrating Pride [...]

Katie QuickAlex Schrempf
Contributions from: Katie Quick, CFP®, Alex Schrempf

June 6, 2022

Mind the Gap(s)! Financial Planning as a LGBTQIA+ Couple

It’s June again, and along with the welcoming of the long summer months, we also can celebrate PRIDE! In the spirit of Pride month, we wanted to take some time to discuss nuances in financial planning for LGBTQIA+ couples. As with many things in our world, much of the investment advice and information out there [...]

Katie Quick
Contributions from: Katie Quick, CFP®

May 4, 2022

The Financial Impacts of Divorce

Just as marriage can have a major impact on a person’s financial situation, so can a divorce. The end of a marital union typically brings lifestyle changes for each spouse. These adjustments require careful consideration and planning. Since the events of 2020, top matrimonial attorneys are seeing a 50% increase in potential client inquiries. If [...]

Katie MietusKim Rosenberg
Contributions from: Katie Berntson, CFP®, Kim Rosenberg, CFP®

April 5, 2022

How Do I Estimate My Spending?

One of the most common questions we receive at the onset of a new relationship is, “how do I know if my spending is reasonable?” High-income families often lack clarity on what their annual budget is and how that spending may change when they decide to retire. Our goal in reviewing expenses is to provide [...]

Contributions from: Rich Merrifield, CFP®, AIF®

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