In my financial planning practice I work with a good number of business owners who want to make aggressive contributions to their tax deferred retirement accounts. This helps put them on strong footing for retirement,…
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One question that’s come up several times over the last couple months centers on whether your portfolio should change after you retire. In fact, one person I’ve spoken with recently assumed that once he retired,…
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Every now and then, lawmakers in Washington make noise about changing various sections of the tax advantaged retirement accounts I’m so fond of recommending to my clients. Now that we’re living substantially longer, and a…
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If you’re a personal finance nut you may have heard of a strategy called the “back door Roth IRA conversion.” This maneuver essentially allows you to contribute money to a Roth IRA, even if your…
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In my financial planning firm I work mostly with business owners and medical professionals. A good number of my clients are employees of Providence, which is one of the major medical providers in the Pacific…
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I have a good number of clients who are in their mid-50s, and hearing from friends and colleagues that they should consider obtaining long term care insurance. They’ll often quote stats about the staggering percentage…
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Cash flow is one of the first topics I like to cover when working with new financial planning clients. Cash flow is so fundamental to the rest of your household finances that it’s really helpful…
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Often when I bring up the idea of retirement “gap years” in meetings, my clients’ minds wander toward a family member who’s decided to take a year off between high school and college. Then they…
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As I write this post the S&P 500 is about 100 points off it’s all time high of 2922, and climbing fast. We’ve seen an incredible bull market over the last ten years since the…
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Free Online Workshop Hey Everyone! I’d like to invite you to our next live online event: The 7 Most Common Retirement Planning Mistakes. Thanks to your feedback, we’ve put together a workshop that will cover…
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