Our Articles

Date Title Description
6/4/19 Millennials' Financial Milestones - bucking the system or cautious? Nancy is quoted in this Advisor Magazine article by Matthew D. Edward.
2/27/19 How to Vet a Financial Advisor Nancy is quoted in this Advisor Magazine article by Matthew D. Edward.
12/26/18 2018 Market Downturn: Is this still Normal? Worry vs Fundamentals; Collapse of Investor Confidence
4/16/2018 Nancy Gets Recognized! Nancy gives back to the community in many ways, and the Olympia Soroptomists recognized her as 'an exceptional woman' of the South Sound area.
2/28/2018 Tax Form Release Schedule This document contains the expected release dates for important tax documents during the 2018 tax season.
2/28/2018 Download Tax Forms Easily from Investor 360 Find out how to get e-notifications automatically and view your tax documents in Investor360.
1/12/2018 Security Alert: microchip flaws Meltdown and Spectre microchip flaws
1/04/2018 2018 Changes in Medicare Modified Adjusted Gross Income Tables (MAGI tiers)
5/2/2017 2017 Tax Proposal

The Trump Tax Proposal: What You Need to Know

1/19/2016 Reducing Tax Burden Ex Facto Learn how you can leverage an IRA or HAS to potentially lower your current tax burden.
11/5/2014 Winter Preparation Checklist Are you ready for colder weather and the end-of-the-year rush? Consider using some of these tips to help you save money and time as winter approaches.
6/17/2014 Savers and Spenders Savers and Spenders, Misers or Spendthrifts, Tightwads, and Irresponsible; if only it was that easy.
6/10/2014 Five Money Tips: Managing Your Credit Cards Credit cards can help you build credit history and, if managed properly, help improve your credit score.
5/28/2014 Getting Married and Financial Concerns Marriage done right can be one of the wisest financial decisions you ever make.
2/10/2014 Cash Flow The term cash flow is easily tossed around, and promoted.
1/05/2014 Reviewing Your Tax Strategies Minimizing your potential income taxes requires a regular review of your financial picture and the current tax strategies available to you.
5/14/2013 The Power of a Schedule Scheduling gives you control in planning your day, week, month, and year.
3/14/2013 When Every Day is Saturday Today, you have a routine. You wake up and off to work you go.
2/14/2013 Plan to Succeed To have a plan is to have a course laid out to monitor your progress.


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