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This is an archive of our past articles. Stay informed and empowered with our Recommended Reading feed! Offering insights on financial planning, retirement fundamentals, and industry news, we curate topics that matter most to you – CLICK HERE

Wednesday, May 13, 2026

Some of you may be surprised by the stock market’s recent strength, particularly with oil prices over $100 a barrel. To us, the amount of artificial intelligence (AI) investment is even more surprising.

Monday, April 27, 2026

Manage your portfolio with respected strategies for managing concentrated wealth, from tactical allocation to risk‑transfer solutions in Bellevue, WA.

Saturday, March 28, 2026

Discover five ways financial professionals help high earners manage wealth through tailored planning, investment expertise, tax strategies, and long‑term guidance in Bellevue, WA.

Tuesday, December 12, 2023

In 2024, LPL Research believes markets will make a definitive turn to a more recognizable place. En route, the transition will be marked by meaningful shifts in a few key areas. Inflation is going down. The risk of a recession is...

Tuesday, September 26, 2023

Growing old is simply one thing you can’t avoid. The goal is to enjoy your retirement years as you imagined after a lifetime of working. One aspect of growing old that young people may overlook is long-term care insurance and how...

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Tuesday, September 26, 2023

In these uncertain times, the value of objective financial guidance cannot be overestimated, and the importance of the financial profession has never been more apparent. Regulatory changes initiated well before any of us had even heard...

Friday, September 8, 2023

Having a solid life insurance policy in place is crucial for any adult who has assets, a business, or a steady income. While most adults know that having a life insurance policy is a vital piece in their financial puzzle, there are...

Friday, September 8, 2023

Making informed decisions about retirement is crucial to financial independence In an era characterized by high job turnover, it is more important than ever for employees to carefully manage their retirement savings. With a significant...

Tuesday, July 11, 2023

Our 2023 investing outlook started with a theme of returning to normalcy. Considering 2022’s market volatility and the aftereffects of the pandemic, the idea of finding balance was certainly a welcomed change. It’s a theme...

Friday, June 30, 2023

If recent market volatility has you questioning your opportunities for financial freedom, you are not alone. Due to rising inflation, higher interest rates, a volatile stock market, and recession fears, many investors find themselves...

Thursday, June 1, 2023

Having enough retirement income for what you need and want is essential and must be planned for, even in the best economic conditions. A way to provide income safety is by using annuities as an asset class in your retirement portfolio.

Thursday, June 1, 2023

Vacation is something that we all look forward to, but it’s important not to forget about your home—and its safety—while you’re away.

Tuesday, May 30, 2023

Whether you are expecting your first child or have been a parent for years, finances and building a future for your family go hand-in-hand.

Thursday, April 27, 2023

You may already be aware of the importance of having enough life insurance coverage to handle financial matters that could affect your family in the event of your death. However, determining the appropriate amount of coverage for your...

Thursday, April 27, 2023

529 plans can be powerful college savings tools, but you need to understand how your plan works before you can take full advantage of it. Among other things, this means becoming familiar with the finer points of contributions and...

Saturday, April 1, 2023

Your Social Security retirement benefit may be taxableDid you know that you might have to pay federal income tax on your Social Security retirement benefit? If the only income you had during the year was Social Security income, then...

Saturday, April 1, 2023

Financial literacy refers to the skills and knowledge that allow an individual to make informed and effective decisions through their understanding of finances. Financial literacy starts by building a basic understanding of 'money...

Thursday, February 16, 2023

A surprising two out of every three American adults do not have any kind of written estate plan.1 For adults who also serve as family caregivers, not having a plan in place can pose major risks for them and their entire...

Sunday, January 1, 2023

Regardless of whether you prepare your taxes yourself or use a professional's services, it's a good idea to gather the information and documentation you need well in advance of your actual tax filing date. Below, we've listed some key...

Sunday, January 1, 2023

Teaching children about financial wellness should start at an early age. Learning how making money, saving, and spending is related and the first step in teaching your child how to understand the value of money. Children learn from...

Tuesday, December 6, 2022

Through all the challenges, newfound opportunities, and every high and low we’ve experienced during the last couple of years, it’s no surprise why we might be striving for more balance. Whether it’s about the markets...

Thursday, December 1, 2022

A qualified charitable distribution, or QCD, allows you to distribute funds from your IRA to an eligible charity (a 501(c)(3) organization) as long as you’re 70 1/2 years of age or older. Since the gift will go directly to the...

Wednesday, November 2, 2022

The average U.S. income tax rate stands at just over 13%—and if you're like many taxpayers, you're always looking for new tips and tricks to help reduce this percentage.1There are a number of different tax planning moves you can...

Wednesday, November 2, 2022

If you're considering giving back to society or a cause as part of your financial planning, there are many ways you can do so. You can make an impact while receiving tax benefits by including philanthropic giving as part of a holistic...

Tuesday, November 1, 2022

One of the most popular icons of the Christmas season is the Christmas tree. It has become a symbol of the holidays and the center point for Christmas displays, party decorations, and events. During the Christmas season, you may find...

Friday, October 21, 2022

Financial planning is unique for each person; no two financial plans look the same because everyone's life and personal goals are different. Regardless of what your goals are, financial planning can help you work towards achieving them...

Wednesday, October 19, 2022

A trust is a legal vehicle that protects your assets that contains instructions for your assets when you die or become incapacitated. When you set up a trust, you transfer assets from your name into your trust's name while you still...

Wednesday, August 10, 2022

If you're living paycheck-to-paycheck or stuck in a job you don't love just to pay the bills, it can be easy to feel as though you're financially trapped. But financial freedom doesn't need to be elusive—with some focused and...

Sunday, July 31, 2022

Investing for your retirement isn't about getting rich quick. More often, it's about having a game plan that you can live with over a long time. You wouldn't expect to be able to play the piano without learning the basics and...