Managing Sudden Wealth: How to Handle a Massive Financial Windfall
July 24, 2026
While massive wealth or a sudden financial windfall sounds fun, there are many things to keep in mind.
Estate Planning 101
May 20, 2026
Estate planning helps place assets and medical decisioning in the hands of someone you trust.
Liquidity Strategies for When Most of Your Wealth Is Illiquid
May 7, 2026
If most of your wealth is illiquid, a liquidity strategy discussion with your financial advisor is a good idea.
Renovating vs. Building New: How to Decide What’s Right for Your Seattle Home
November 17, 2025
On the fence between renovating and building new? Try viewing your project through a long-term lens.
4 Reasons to Consider Downsizing Your House
May 13, 2025
Downsizing your house might not sound glamorous, but hear us out: it can open doors to the next best phase of your life.
An Econ Primer to Help Navigate Inflation and Trade Barriers
April 3, 2025
Understanding the basics of how trade barriers, tariffs, and inflation all work can help you make more informed financial decisions.
How to Buy a Home in a Different Country: A Financial Advisor’s Guide
March 28, 2025
Whether you want a permanent vacation spot or are considering your options, there’s lots to think about when buying a home in a different country.
3 Planning Considerations for Elderly Parents
March 17, 2025
Explore three planning considerations to address as your parents age with practical tips to help you balance care, finances, and your own long-term goals.
Philanthropy for Our Modern Times: A Guide to Charitable Giving
February 20, 2025
If recent events have you searching for ways to make a positive impact, look no further. Our latest blog features a guide to charitable giving.
7 Financial Questions to Ask Before a Mid-Life Career Change
February 7, 2025
Ready for a change in your career? Are you mid-life (aka 40-ish)? Check out these 7 considerations before making a move.
What To Do With Your Starter House When You Purchase Your Dream Home
January 29, 2025
Are you buying a new home and curious about what to do with your starter house? Let’s explore some considerations.
Practical Solutions for Your Complex Life: How to Simplify and Get Time Back
January 23, 2025
Ever wish you had more time to do everything? We have some tips to simplify life and regain valuable hours.
Financial Considerations for Divorce in Washington State
October 6, 2024
For those experiencing divorce in Washington State, the financial questions can be many. Let’s try to answer some.
How to Pay for Home Renovations: The Pros and Cons of Financing Options
July 2, 2024
Considering doing home improvements but wondering how you should pay for it? This article takes a look at the options available.
Becoming a Landlord: 8 Tips for Property Owners
June 11, 2024
Here list of tips to help property owners navigate turning their home into a rental and becoming a landlord.
Solar Installation: Is It Worth It?
June 4, 2024
This article explores whether or not solar installation is worth it for those who are thinking of tapping into the power of the sun.
Pacaso Deep Dive: The Pros and Cons of Fractional Ownership
January 11, 2024
As financial advisors, we believe it’s essential to examine the pros and cons of fractional ownership so you can make informed decisions about diversifying your investment portfolio.
5 Essential Financial Moves to Make at the Start of a New Year
December 29, 2023
There is nothing like the beginning of a new year to help kickstart everything: fitness goals, travel planning, and yes, financial review and changes to get closer towards a healthy financial future.
Want a Greener Home? Start with the Basics
November 3, 2023
Just like getting plenty of exercise and eating healthy is good for enabling our bodies to perform optimally, making green and sustainable changes to our homes is a great way to help them perform better, too.
Living More Sustainably, For Less
September 13, 2023
Living a greener, more sustainable and more enjoyable life doesn’t require sacrifice or undue expense. You can live a sustainable lifestyle for less with a few modest considerations.
Cover Your Quiver – Do I Need Extra Insurance for My Performance Bicycles?
August 6, 2023
Will your homeowner’s policy cover that new road bike? Not likely. Read why and how to protect your precious investment.
Going Green: the Financial Gains of a Sustainable Home
July 18, 2023
Reducing your carbon footprint isn’t just good for your family or the planet.
Learn how you can reduce your carbon footprint and shrink home expenses…
Reducing your carbon footprint isn’t just good for you, your family and the planet, it’s good for your long term cash flow and expenses. Find out how to save the planet and some money.
An Agile Approach to Financial Health
July 6, 2023
Creating financial health and wellness can be daunting and exhausting. Approaching your financial wellness with agile strategies used for successful software development can give you the insight and motivation you need to realize habits and behaviors that promote financial wellness and build the resources and wealth for more security, control and life satisfaction.