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Latest Articles

Retirement

  • Important Birthdays Over 50
  • Catch-Up Contributions
  • Traditional vs. Roth IRA
  • Is a SEP-IRA Right for Your Business?
  • What Is a Roth 401(k)?
  • Social Security: Five Facts You Need to Know

Estate

  • Estate Management Checklist
  • A Brief History of Estate Taxes
  • Why Everyone Needs an Estate Strategy
  • Will Power
  • Choosing a Business Structure
  • Put It in a Letter

Investment

  • A Primer on Dividends
  • A Taxing Story: Capital Gains and Losses
  • Inflation & Your Money
  • How Stocks Work
  • The Business Cycle

Insurance

  • Social Media: #NewestBusinessLiabilityRisk
  • Term vs. Permanent Life Insurance
  • Does Your Credit Score Affect Your Insurance Rates?

Tax

  • How to Make the Tax Code Work for You
  • Five Most Overlooked Tax Deductions
  • Understanding Marginal Income Tax Brackets
  • How Income Taxes Work
  • Filing Final Tax Returns for the Deceased
  • What Do Your Taxes Pay For?
  • Do You Owe The AMT?

Money

  • The History of Currency

Lifestyle

  • Fixed or Variable Mortgage, Which Should You Pick?
  • Mastering Mobile Lingo
  • Money Draining Food Myths
  • Changing Unhealthy Behaviors
  • The Financial Literacy Crisis
  • Putting a Price Tag On Your Health
  • Do Your Kids Know The Value of a Silver Spoon?
  • Creative Ways to Motivate Your Employees
 

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Office: 253-394-0720

Toll-Free: 1-866-329-5835

Fax: 253-394-0740

32125 32nd Avenue South Suite 100

Federal Way, WA 98001

[email protected]

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