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.
Charitable Giving: Making a Positive Difference
There are countless benefits of charitable giving. Through generous donations, you can make a difference in your community and society. You may also feel happier and even save on your taxes. Here are some key things to need to know...
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Planning Your Distributions After Retirement
When it comes to retirement planning, much ado is made of how much to save. But often, the real difference lies in shrewd distribution planning. By withdrawing funds from certain account types in a certain order, you might...
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A Holistic Approach to Your Retirement
Retirement and financial planning should take on a holistic approach. There are two parts involved, preparing for retirement, and being in retirement stages. Both stages are equally important in your approach to how you view your mind,...
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Year-End Tax Planning Tips
You may be able to reduce your tax liability if you consider adopting these tax strategies before year’s end. Few words can dampen the cheer and optimism of a New Year like taxes. Let’s face it, the time for holidays, time...
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Defining Your Retirement: A Judicial Approach
“So what do you think?” she asked, staring across a desk piled with papers. Nearing the end of her 32-year teaching career, after years of diligent saving and several weeks...
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October is Time for Long-Term Care Planning
Has it been a year already? Here once again, October is Long-Term Care Planning Month. And this year, workers in Washington State must make an important long-term care decision. Beginning January 2022, Washington workers will begin...
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Creating an Income Plan While in Retirement
Taking money out of retirement without a plan is a recipe for trouble You‘ve saved for years. Now that you are retired, did you create an income plan from your savings? The financial industry and media constantly talk about the...
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How Long Before the Fed Changes Its Course?
Quantitative easing and short-term rates near zero could be ending soon. Federal Reserve Chair Jerome Powell seems to have capitulated on plans to taper the Fed’s stimulus program as of mid-July, causing the bond market to rally...
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Gone Phishing: Protecting Against Online Attacks
Identity theft compromises the personal data of millions of Americans every year. There are steps you can take to minimize your online risk and protect your sensitive data from cyber-attacks. Identity theft is a growing concern that...
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Now is a Fantastic Time to Review Your IPS
An Investment Policy Statement is your guardrail to help keep you on your path When markets near high records, you wonder, “Is this a bubble?” When markets dive, you wonder, “Is this a crash?” Your biggest...
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Rising Inflation: Where Will It Go From Here?
In March 2021, the Consumer Price Index for All Urban Consumers (CPI-U) rose 0.6%, the largest one-month increase since August 2012. Over the previous 12 months, the increase was 2.6%, the highest year-over-year inflation rate since...
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How Financial Planning Helps You Work Towards Your Self-Improvement Goals
Many self-improvement goals focus on stability and personal growth — and financial goals are often no different. From buying your first home to saving for retirement, planning your finances can also help you work toward your...
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When To Call Me- Times to Call Your Financial Advisors
Most of us go to see professionals when we’re in trouble or during times of crisis. Think about it. We go to the doctor when we’re sick. We go see a lawyer when we have a pending legal matter. We go see a counselor when...
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Key Benefits of a Financial Professional
Whether you've been wondering about boosting your investments' rates of return or are concerned that your financial affairs are a bit too complicated for your next of kin to handle, it may be time to seek advice from a financial...
Read MoreNew for 2021: Welcome Latona Wealth Partners
I have always been skeptical when companies change names. Often, one unpronounceable but familiar name is replaced with something less pronounceable and completely unfamiliar. I’ve always felt that customers are right to wonder...
Read MoreInvestment Updates: 2020 is Hindsight
We all have a word or phrase to describe what 2020 was like for us. Among the more politely printable options, “Extraordinary” may sum up the year for investors. Through a period of extraordinary volatility, global markets...
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LPL Financial Research Outlook 2021: Powering Forward
LPL Research Outlook 2021: Powering Forward is designed to help you navigate a year in which economic conditions may continue to improve dramatically. Like the markets, Outlook 2021 looks ahead. 2021 will bring advances to further limit...
Read MoreBudgeting Basics: This Won't Hurt a Bit
What comes to mind when you hear the word "budget?" You’re not alone if you’re thinking “tedious, life-draining sacrifice.” ...
Read MoreReviewing Beneficiaries Following a Divorce
We knew it was time to take action when the last file drawer refused to close. This summer our practice completed a long-postponed paperless conversion, moving everything we had stored on paper up to the cloud. Now, as we wield greater...
Read MoreWith Apologies, and Gratitude, to Dr. Seuss
Turbulent markets challenge investors to balance reason and emotion. When the ride turns bumpy, our reasonable side buckles in while our emotional side prepares to bail out. Finding the calm place in between can help investors stay on...
Read MoreReality, or the Raft?
Last week, The New York Times shared the story of a rafting group who returned from a month of isolation in the Grand Canyon to discover a new reality. I have tried to imagine what I might choose if offered a return to reality or...
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