Seattle, Washington Wealth Advisors

For many of us, our pets are beloved members of our families. They bring companionship and happiness, and like our human family members, they come with their own needs that require financial consideration. According to the 2021-2022 National Pet Owners Survey by the American Pet Product Association, the majority of American households (about 70%) have pets today.[i] Though in the past it may not have been the norm to provide for our animals in our estate planning, times have changed. Pet trusts

As we kick off a new year, many of us are focused on keeping our resolutions and achieving our goals for a happy and healthy life. If one of your resolutions was to get your financial life in order, you’re not alone. With interest rates rising and inflation at a 40-year high, making smart decisions about money this year is top of mind for many people. An important part of managing your finances is making sure your estate plan is solid and your beneficiaries are set up properly. Caring.com, in c

Like millions of folks around the world, my life took a complete turn in April of 2020. Within seven days, I went from living and working in a bustling city to working from a dining room table at my family home in rural western Washington. My days once filled with meetings, lunchtime walks with my colleagues, and busy evenings pivoted to what felt like a never-ending cycle of waking up, caffeinating myself, sitting stationary at my computer for hours, and late nights. Without consistent days in

Your 20s are often a great transitionary phase. For many, this is a time dedicated to self-discovery, learning about life at a lightning speed, and entering what may start to feel like your first stage of “real life.” As you enter this era, you are experiencing quite a few “firsts” – likely your first “real” job, with your first “real” salary that includes benefits and at least a few days of paid vacation every year. Your 20s may also include a few moves across a city, a state, or the country.