Knowing which financial and personal paperwork to keep or toss is very important.

On May 1, 2021, Governor Inslee signed the Engrossed Substitute Senate Bill 5096 (RCW 82.87), which established a state-wide 7% tax on long-term capital gains. After much back and forth, on March 24, 2023, the Washington State Supreme Court upheld this legislation.

April marks the start of Financial Literacy Month, a nationally recognized movement to promote and support financial understanding in children and teens. For many, it's a fantastic opportunity to teach and connect with their children or grandchildren, and these kids are ready to learn! Recent data shows that nearly 74% of teens desire to be financially literate, and 86% want to learn how to invest.

Market timing must be exhausting. Always moving in and out of the markets based on economic analysis or business headlines must be so challenging.

529 Plans can provide an attractive option to leverage tax-advantaged dollars to pay for a loved one’s education. But too often, 529 Plan owners may be either leaving money on the table or subjecting dollars to tax penalties if used for options other than education.

Always remember, keep your personal information safe and be vigilant when it comes to preventing identity theft.