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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How to use Your HSA as a Retirement Savings Tool
In this article, we’ll illustrate how the Roth IRA—an excellent investment vehicle in its own right—has an unlikely competitor in the retirement saving strategy category: the health savings account (HSA). Although designed as a tool…
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Your Million-Dollar Listing Just Closed—Now What?
You refresh your inbox, and there it is—the email from the closer letting you know your most recent million-dollar listing has closed! It has been a long haul finding the perfect home for your clients…
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