Blog
What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
Warren Buffett on Contrarian Investing
You may have heard the phrase “contrarian investing,” but did you know that one of the most reliable contrary indicators is individual investors?Retail investors often do the wrong thing at the wrong time. But this year,...
Read MoreSt Patrick's Day
St Patrick’s Day History: Patrick was a 5th-century missionary to Ireland and later served as bishop there. He is credited with bringing Christianity to parts of Ireland and was probably partly responsible for the...
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Valentines Day
Valentines Day Approximately: $ 4.3 billion spent on jewelry $ 1.9 billion spent on flowers $ 1.8 billion spent on candy $ 933 million spent on greeting cards $620 million spent on wine $ 27.4 billion spent on hotels $ 250 million...
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March is Brain Injury Awareness Month
Brain Injury Awareness Month March is Brain Injury Awareness Month. For more than three decades, the Brain Injury Association of America (BIAA) has proudly led the nation in observing Brain Injury Awareness Month by conducting an...
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Finances and Newly Married
Finances after Marriage Ahh, marriage. The merging of two hearts, two souls, two lives, two… bank accounts. Sure, the conversation about combining finances after marriage isn’t as romantic as honeymoon talk, but it’s...
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Navigating life as a widow
The unexpected challenge of a spouse's death can be overwhelming. You have to make so many critical decisions when you are emotionally drained. It can be hard to know where to start, here is a simple set of steps, questions and...
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Multi-generational Wealth Planning
Why Family Wealth multi-generational planning is Important? 64 % have not talked about how they plan to pass their assets, that means only 36% have been prepped by their benefactors.
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Rising Strong
We did it. Yesterday was our Open House to help support Rising Strong. Rising Strong is a holistic, family-centered drug treatment and housing program supporting families in staying together while they begin to recover from addiction,...
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Exercise Benefits
*Helps prevent cardiovascular disease * Decreases blood pressure *Increases the good cholesterol ( high density lipoprotein cholesterol) *Increases bone density *Increases balnace, which may reduce the risk of alls or reduce the...
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Intergenerational Wealth Transfer Is A Family Affair
Parents should be having “the talk” with their kids. This discussion has nothing to do with the birds and the bees. Rather, it’s about dollars and sense – financial sense, that is. It’s part of my...
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Giving Tuesday
Giving Tuesday, often stylized as #GivingTuesday for the purposes of hashtag activism, refers to the Tuesday after U.S. Thanksgiving in the United States. It is a movement to create an international day of charitable giving at the...
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SURPRISING BENEFITS OF EXCERCISING
1. It is great for your BRAIN. Brain Power! 2. You might get HAPPIER. Hap hap happy! 3. It might make you age SLOWER. WE all want that! 4.It will make your skin look BETTER. This too! 5. Amazing things can happen in just a FEW minutes....
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Excercise & Golden Years
Aging can cause seniors to experience cognitive decline and brain fog. However, staying physically active helps older adults reduce the risk of many health issues, including memory loss. Take a look at some of the ways exercise can...
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Rising Strong
Merry Christmas. This year we are excited to help a charitable organization locally in Spokane. Catholic Charities has a wonderful program, “Rising Strong”. Rising Strong is a holistic, family centered drug treatment and...
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Generational Wealth
MULTI-GENERATIONAL WEALTH Families often have difficulty communicating clearly across the generations. Clients come in with these types of questions: How much should we leave to our children? At what point do we discourage their...
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Charitable Giving & Your Brain
CHARITABLE GIVING & YOUR BRAIN Pleasure is a central motivator in our lives; after all. If we didn’t find things like food and water pleasurable or rewarding, we wouldn’t survive and pass our genetics to the next generation...
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Talking To Your Family About Money
Talking to your family about maoney. Many parents want to avoid the conversation, nearly as many parents are uncomfortable talking about money as they are discussing death. (Parents,Kids & Money Survey, T. Rowe Price March 2016) Do you...
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The Art of Giving
Hello, We have something special coming up and are so excited to tell you about it, but we can’t give you all the details just yet. However, I can give you some clues: We all get to give back: We love to work with local charities...
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Tax Deductible Your Donation Will Be
“If our Christmas gift list includes service to those who badly need help, as well as to friends and family, then our giving can be complete. Remember, the poor and needy are among us 12 months of the year. “Spokane Cares ...
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GIVING QUOTES
1. "NO ONE HAS EVER BECOME POOR BY GIVING" ANNE FRANK 2."REMEBER THE HAPPIEST PEOPLE ARE NOT THOSE GETTING MORE, BUT THOSE GIVING MORE" H.JACKSON BROWN JR. 3."SINCE YOU GET MORE JOY OUT OF GIVING JOY TO OTHERS, YOU SHOULD PUT A GOOD...
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Digital asset Check List
*Computers *E-mail accounts *Social network sites and blogs *Bank and financial accounts *Companies you have set up automatic bill pay *Cell phones, personal digital assistant, and other electronic devices *Online services (online...
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Benefits of Holiday Giving
BENEFITS OF HOLIDAY GIVING Giving gifts has been known to leave a person with an emotional high. Science has proven that altruism and selflessness correlates strongly with happiness. In a study published by the American Psychological...
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Holiday Budgeting
Tips on Making and Sticking to a Holiday Budget 1. Start with a list of Holiday Expenses, all expenses; food, gift wrap, ribbons, gifts, parties personal/office, charities..... 2. Decide on your spending limit. And stick to it....
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Tristan's Vacation
Vacations are the best. I enjoy going to the Oregon coast. I can tell when we are almost there by the smell in the air, you know I have a really good olfactory system, ahh salt air here I come. I love running wild chasing the waves and...
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Estate Planning
Nine Important Estate Planning Tips 1. Create a will. 2. Update beneficiary designations. 3.Establish health care directives. 4.Consider a power of attorney 5.Establish a trust 6. Plan for distribution of your retirement assets. 7. Use...
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End Of Life
Talking about end-of-life decisions and final wishes would probably never be ranked by anyone as the most pleasurable or anticipated conversation. But those conversations between parents and their adult children are among the most...
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Suddenly Single
Suddenly Single A divorce or a death is an emotional toll. Sadly, each can be a financial toll. Managing that transition could mean crossing a lot of things off your financial check list, at a time your least prepared to deal with it....
Read MoreWidows and Investing
Let's hope this has been the most difficult year that you will ever have to experience. Each widow moves at her own pace, it is important not to make major decisions while the room is spinning. Maybe you have a young family to take...
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Job Changers & Retirement Plans
The aveage person will change careers 5-7 times during their working life according to career change statistics.https://www.careers-advice-online.com/career-change-statistics.html With an increasing number of different career choices,...
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Hoarding Money
Why do you feel you need that much money in savings? Why is that a security blanket to you, and what does security mean to you? Often times when folks retire, and there is no more income coming in, their attitude about money can change...
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