It is more important than ever to find your “just right” emergency fund. Let’s take a look at what you need to be aware of and how you can optimize your emergency fund to a…
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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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To Save More or Pay Off Debt Faster? How to Manage Disposable Income
As we enter a new month, you may find yourself with disposable income. This is a great problem to have! But what should you do with this extra income on a monthly basis? Should you…
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Saving Strategies for Budget Haters
Do you tend to avoid the B-word—budget—at all costs? You are not alone! It was once a standard practice for our Spokane fiduciary financial planning firm to ask clients to put a budget together and…
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