Insights

Category: Wealth Strategy

September 7, 2022

Sending Your Child Off to College: A Financial Checklist

Starting college is a big life transition for both students and their parents. While your student may be focused on orientation and choosing courses, there are some important financial considerations that accompany this change as well. Some are administrative items for you to consider, such as getting legal documents in order, paying expenses from a [...]

Kate Mietus
Contributions from: Anne Marie Stonich, CFP®, CPA, Katie Mietus, Peter Beeson

September 7, 2022

Ready to Use Your 529 Plan?

As your college student heads off to campus this fall, you may be wondering what expenses the 529 plan can cover versus which expenses are better paid out-of-pocket. Let’s take a closer look at expenses your student may encounter during their academic year and which of those qualify under your 529 plan. What Are “Qualified [...]

Heather Kessler
Contributions from: Heather Kessler, CFP®

September 6, 2022

10 Most Common Questions About 529 Savings Plans

A 529 Savings Plan is a tax-advantaged account used to pay for qualified education expenses. Contributions are typically invested in target-date funds, which gradually shift toward a more conservative allocation as the beneficiary nears college age. You may be considering a 529 for your child, grandchild, or another family member. Here are some of the [...]

Kate MietusHeather KesslerAlexandra Lambert
Contributions from: Katie Mietus, Heather Kessler, CFP®, Alexandra Lambert

August 8, 2022

How to Support Someone Who Has Lost a Loved One

Offering support to a grieving relative, friend, or colleague can be difficult for most people. We may be afraid of saying the wrong thing, so we say nothing at all. This can leave the bereaved person feeling isolated and alone. While everyone’s experience of grief is different, there are universal ways of showing support when [...]

Kim Rosenberg
Contributions from: Kim Rosenberg, CFP®

August 3, 2022

3 Ways to Overcome the Initial Hurdles of Estate Planning

When it comes to creating an estate plan, very few people have perfectly clear visions of what they want. It’s a weighty and complex topic to address, and often gets kicked down the road. Even when people take the initiative to hire an attorney to draft an estate plan, those drafts can sit in an [...]

Kurt BiedermanMichelle Decaire
Contributions from: Kurt Biederman, JD, Michelle Decaire, FPQP®

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

July 11, 2022

4 Insurance Risks Everyone Should Be Aware Of

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 significant [...]

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®

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 [...]

Courtney GehrmannKate QuickAlex Schrempf
Contributions from: Courtney Gehrmann, Katie Quick, CFP®, Alex Schrempf

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