Blog
Washington's Estate Tax Exemption Is Changing. Is Your Plan Keeping Up?
If you built your estate plan a few years ago and haven't looked at it since, it may be due for a second look. Washington's estate tax exemption has changed multiple times in the past 18 months, and for many families in the Wenatchee...
Read More
Not All Financial Advisors Are the Same–Here's How to Tell Them Apart
If you've ever started looking for financial guidance and felt like you needed a translator, you're not alone. "Financial advisor" gets used as a catch-all term, but the people and companies behind it can work in very different ways:...
Read More
Special Needs Planning: College & Beyond
For families raising a child with a disability, few milestones carry as much weight as the transition into adulthood. High school graduation, once a distant milestone, arrives alongside a long list of new questions. Where will my child...
Read More
What Washington’s New “Millionaires’ Tax” Means for High-Income Households
Washington now has a new state income tax on the books. Governor Bob Ferguson signed Senate Bill 6346 into law on March 30, 2026, creating a 9.9% tax on individual or household income exceeding $1 million per year. If your income puts...
Read More
Preparing College Athletes for NIL Opportunities
A few years ago, a talented high school athlete signing with a Division I program had exactly one financial conversation to have: how to pay for college. Today, that same athlete might be fielding brand deals, social media sponsorships...
Read MoreShow All
National Preparedness Month
September is right around the corner, and with it comes National Preparedness Month. Now is a great time for small business owners to get a head start on a disaster recovery plan. Disaster recovery plans are not difficult to develop,...
Read More
Understanding Washington State Payroll Requirements
Managing payroll in Washington State involves more than simply issuing paychecks—it requires careful attention to evolving regulations, accurate calculations, and consistent recordkeeping. Employers must navigate both federal and state...
Read More
When the White Coat Changes: Financial Considerations for Physicians in Career Transition
A career in medicine is rarely a straight line. Whether you're a physician moving from residency into your first attending role, transitioning from private practice to an employed hospital position, or preparing for early retirement or...
Read More
Mid-Year Financial Review: How Are You Tracking?
As we move into the second half of the year, now is the perfect time to pause and evaluate your financial progress. January goals can easily get pushed aside by busy schedules, market fluctuations, rising costs, and unexpected life...
Read More
Understanding Depreciation Changes from the OBBBA: What Businesses Need to Know
Depreciation may not be the most exciting topic in tax planning, but it can have a significant impact on a business’s cash flow, tax liability, and long-term planning strategy. Recent updates under the OBBB legislation introduced...
Read More
Planning for Every Future: Financial Strategies for Families with Special Needs
When a family includes a member with a disability, financial planning takes on a deeper dimension. The focus often shifts from traditional goals like retirement to something more enduring: How do we ensure our loved one is...
Read More
The Hidden Tax Issues of Side Hustles and 1099 Income
Side hustles have become increasingly common in recent years. Whether it’s freelance work, consulting, online sales, or driving for a delivery service, many people are earning extra income outside of their primary job. While the...
Read More
The Tax Traps of Dual-Income Families
For many families, having two incomes provides greater financial stability and flexibility. But when tax season arrives, dual-income households are often surprised to discover they owe more than expected. That’s because the tax system...
Read More
Estate Planning Basics for Multi-Generational Families
When people hear the phrase estate planning, they often assume it’s something reserved for the ultra-wealthy. In reality, estate planning is simply about making sure the people you care about are protected and that your wishes are...
Read More
What the One Big Beautiful Bill Act Means for Individual Taxpayers in 2026
As we move through the 2026 tax season, additional provisions of the One Big Beautiful Bill Act are beginning to take effect. While earlier discussions focused on broader structural changes, this month we’re looking more closely at the...
Read More
Medicine Is Complex. Your Financial Plan Shouldn’t Be.
As a CFP working with physicians in North Central Washington, I’ve seen how different your financial path can look compared to other professions. Many doctors in Wenatchee--including those with Confluence Health and local private...
Read More
Preparing for NIL Earnings: What Parents of Student Athletes Should Know
Name, Image, and Likeness (commonly referred to as NIL) has changed the landscape of college athletics. Student athletes can now earn income from endorsements, appearances, social media, camps, and other opportunities tied to their...
Read More
When Does Your Business Need to File a State Tax Return?
As businesses grow, crossing state lines—whether through sales, employees, or remote operations—can create new tax obligations that are easy to overlook. Many business owners are surprised to learn that they may be required to file...
Read More
Big Changes Ahead for Washington State Estate Tax: What Families Should Know
If you’ve been hearing chatter about estate tax changes coming in 2025 and 2026, you’re not imagining things. Both Washington State and the federal government are adjusting their estate tax rules—and depending on your net worth, these...
Read More
Rising Costs of Living: Practical Planning Tips Amid Inflation
If you’ve felt like your dollar isn’t stretching quite as far as it used to, you’re not imagining it. Between grocery bills creeping higher, childcare costs holding steady at jaw-dropping levels, and everyday expenses adding up,...
Read More