When someone close to us passes away, it starts an avalanche of decisions and tasks that need our attention. A lot of these decisions need to occur right away, at a time when every choice…
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Media Highlight: 15 Smart Money Management Rules to Live By
Quantum financial planner Jordan Curnutt, CFP® is interviewed for inman.com article, “15 Smart Money Management Rules to Live By”. Click the link below to read the full article via inman.com: https://www.inman.com/2022/05/19/15-smart-money-management-rules-to-live-by/
7 tax-advantaged accounts every real estate agent needs to consider
Quantum financial planner Jordan Curnutt, CFP® talks about 7 tax-advantaged accounts every real estate agent needs to consider. Click the link below to read the full article via inman.com: https://www.inman.com/2022/05/17/7-tax-advantaged-accounts-every-real-estate-agent-needs-to-consider/
Missing Money: Tips for Getting Back Money You Didn’t Know You Had
Every state has laws on handling unclaimed property. They are designed to answer the question of what to do when a business or organization is holding property for someone else (i.e., a consumer, a creditor,…
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Opting Out of the WA Cares Fund for Long-Term Care Insurance
On April 21, 2021, Washington Gov. Jay Inslee signed into law the Long-Term Services and Supports (LTSS) Trust Act, establishing the WA Cares Fund. The intent is to provide eligible workers who need long-term care…
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