529 plans: Why Use Them for College Savings and Why Now?
By June 18, 2024 Financial education
Most of my clients with children rank saving for college as one of their top financial goals, second only to either saving for a home or for retirement. Your student may have worked very hard and have ...
Know Your Credit Score and How to Improve It!
By June 11, 2024 Financial education
Your credit score is an important factor in major financial decisions like mortgage qualification. It’s based on your history as a borrower, along with several other patterns of financial behavior. A ...
How To Create A Budget And What to Put Into It
By May 13, 2024 Financial education
Once you’ve decided it’s time to create a budget, or get back on track with an updated spending plan, you’ll have more than a few options to choose from. You can go old school and use notebooks, or sp ...
Tax Filing Resources and WA State Tax Credit (WFTC)!
By March 26, 2024 Financial education
Need Help Filing Your 2023 Tax Return?The IRS kicked off 2024 tax season on January 23rd and returns are due by Monday April 15th unless you file for an extension. Whether you need help preparing and ...
How Emergency Funds Work in Practice
By May 23, 2023 Financial education
If you depleted your emergency fund in the last year or so, don’t panic. We build up emergency funds so they’re there for us when we need them. And if you’ve never had an emergency fund, you absolutel ...
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