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Estate Planning: Don't Just Set It and Forget It Thumbnail

Estate Planning: Don't Just Set It and Forget It

Estate planning is critical for efficiently transferring your money, property, and assets to your beneficiaries after you die. The reason people choose an estate plan is that it avoids probate. The reason people choose an estate plan is that it avoids probate.

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4 Unique Opportunities for Women Business Owners Thumbnail

4 Unique Opportunities for Women Business Owners

The National Women's Business Council estimates that there are more than 13 million women-owned businesses in the U.S., generating nearly $2 trillion in annual revenue.1 To aid in these impressive efforts, many governmental and private organizations have committed to improving the resources and aid available to women-owned businesses.

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Financial Fire Drill Thumbnail

Financial Fire Drill

Here in the Inland Northwest, we are recovering from our fire season. Many community members were displaced, and some lost their homes in the Gray Fire. What would your life be like if you were one of those victims? Do you have much of your net worth tied up in your home value? Would you be financially made whole if you suddenly were a fire victim?

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Women and Money: Taking Control of Your Finances Thumbnail

Women and Money: Taking Control of Your Finances

As a woman, you have financial needs that are unique to your situation in life. Perhaps you would like to buy your first home. Maybe you need to start saving for your child's college education. Or you might be concerned about planning for retirement. Whatever your circumstances may be, it's important to have a clear understanding of your overall financial position.

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Investor Expectations and Market Realities  Thumbnail

Investor Expectations and Market Realities

In recent times, investor expectations have shown a concerning trend of becoming detached from the realities of the market. The focus on technology and artificial intelligence (AI) has largely kept investors engaged and buying...

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Reimagine Your Retirement: Embracing the Next Stage in Life Thumbnail

Reimagine Your Retirement: Embracing the Next Stage in Life

Retirement has recently undergone a remarkable transformation; gone are the days when retirement was synonymous with withdrawal from the workforce for a life of leisure. Today retirement represents an opportunity for individuals to leverage their knowledge, experience, and expertise.

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