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Category: Insurance

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®

October 18, 2023

Caution: Under and Uninsured Motorist Ahead!

In my last article, “You Can Stand Under My Umbrella,” on the importance of an umbrella policy, we referenced a few exceptional stories highlighting when chaos happens – and how the appropriate insurance coverage can ‘save the day’ and protect assets during such times.  We have all seen the ads showing when “life happens” and [...]

Contributions from: Peter Beeson
How to Avoid Medicare Premium Surcharges

October 11, 2023

Beware of IRMAA: How to Avoid Medicare Premium Surcharges

Halloween overlaps with Medicare open enrollment, which in 2023 is happening between October 15th and December 7th. In the spirit of this festive season filled with ghosts, goblins, and ghouls, we want to warn you of another unwelcomed visitor that may spook you: IRMAA surcharges on your Medicare premiums (queue eerie music)! Read on to [...]

Katie Quick
Contributions from: Katie Quick, CFP®

September 20, 2023

You Can Stand Under My Umbrella

In a world where unforeseen circumstances can swiftly turn the tides of fortune, safeguarding one’s wealth becomes paramount.  For wealthy individuals, protecting their hard-earned assets requires more than the average homeowner’s insurance.  Enter the realm of large umbrella insurance policies, a vital component to protect against the unforeseen and unpredictable. The internet is full of [...]

October 7, 2022

Understanding Your Benefits at Virginia Mason

Virginia Mason offers their employees a robust suite of retirement benefits. When utilized correctly, these benefits can be valuable assets to your financial plan. Throughout this article, we’ve highlighted the pros and cons of the most prominent benefits. Virginia Mason Retirement Plans 403(b) Plan With this plan you can defer anywhere from 1% to 80% [...]

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

October 3, 2022

Introduction to Medicare

If you’re over 65, chances are you’re familiar with Medicare. Some 64 million people are enrolled in Medicare today. But many Americans have little knowledge of this government-run health insurance program, which plays an important role in your retirement planning. What does Medicare cover? Medicare includes four types of coverage—Parts A, B, C and D. [...]

Katie Quick
Contributions from: Katie Quick, CFP®

July 13, 2022

How to Stay Safe During Summer Travel

On my regularly scheduled afternoon bike ride, it was abundantly clear that summer had arrived! The sun was shining bright, Lake Washington was filled with boats, kayaks, and paddleboards, and kids are out of school and playing outside. Summertime has always been synonymous with having fun. It’s a chance to take a break and spend [...]

Contributions from: Peter Beeson
4 insurance risks

July 11, 2022

4 Insurance Risks Everyone Should Know About

  Property and casualty (P&C) insurance is a category that includes liability and property protection aimed to cover costs associated with unexpected loss, damage, or legal matters related to an accident. It’s common for people to have P&C policies that cover big-ticket items in their lives, such as homes, automobiles, and other personal items of [...]

Contributions from: Peter Beeson

July 6, 2022

Should You Consider Long-Term Care Insurance?

For some people, it may be difficult to imagine a future in which you need help taking care of yourself.  Although the amount of care varies for each person, statistics tell us that 7 out of 10 people who reach the age of 65 will need long-term care at some point in their life.[1]  Statistics [...]

Vonie Bright
Contributions from: Vonie Bright, CFP®

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