Medicare Advantage 101

Medicare Advantage 101

Medicare Advantage 101 Medicare Advantage, sometimes known as “Part C,” is something of a catch-all choice for those who are ready to sign up for Medicare. Medicare Advantage plans are offered by private insurers in conjunction with the Medicare program, and can...
Do Your Kids Know the Value of a Silver Spoon?

Do Your Kids Know the Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money? The average debt for student borrowers is $38,375. And 10.3% of new graduates will default within the first three years of repayment. For current college kids,...
Volunteering in Retirement

Volunteering in Retirement

“This generation got no destination to hold… We are volunteers of America”- “Volunteers” by Jefferson Airplane Those of a certain age will recall these Jefferson Airplane lyrics as a call to action, though for a different period and place. Even with the passage...
Reading a Tax Return as a Roadmap

Reading a Tax Return as a Roadmap

Most people review a tax return for totals. They look at income, tax due, or refund, then move on. A return can offer more than that. When you read it as a system, it shows how income, ownership, liquidity, and charitable decisions actually functioned together over...
Why Affluent Professionals Are Leaving King County

Why Affluent Professionals Are Leaving King County

A Tale of Two Trends In recent years, an intriguing migration pattern has emerged in King County: while some affluent professionals are relocating to surrounding counties or out of state, many others are choosing to remain firmly rooted. This dynamic invites...