Newsletters

Seattle personal finance newsletters

Arrivity's Newsletters

Stacked balancing stones by the ocean

What does risk tolerance mean?

Are you Bunny Slope or Black Diamond? I have to be honest, whenever I meet with my financial planner and we get to the questions about risk tolerance, I suddenly become extremely uncertain: Am I a low risk person? Highly risk tolerant? Or somewhere in between? Most of the time

Continue reading »
Man looking at a lake and forest – "Reflecting on financial goals in nature."

The Road Ahead – December 2021

Greetings from Arrivity® Financial Planning! We hope this finds you well as the year end approaches. It’s our mission to help our clients navigate their path in the financial world. We believe financial planning is not a one-time event. It should be ongoing throughout life’s many changes. We value our

Continue reading »

New Washington Long Term Care Trust Act

Washington State recently passed the Long Term Care Trust Act. Starting January 1, 2022, all W-2 income in WA State will be taxed at 0.58% to fund this new program. Prompt attention may be required for those who are working and already have a private Long Term Care Insurance policy

Continue reading »

CARES Act Commentary

Goddard Financial Planning remains “open for business” albeit in new configurations with the team working remotely. We are busily working with clients who need help navigating the current landscape. Note that currently e mail is our preferred means of communication. While we strive to respond to client inquiries within 24

Continue reading »

SECURE Act Commentary – January 29, 2020

While most of the country was enjoying the holidays in late December, Congress was busy putting the final touches on the Setting Every Community Up for Retirement Enhancement Act, better known by its acronym of the SECURE Act. After being signed into law, the new provisions went into effect January

Continue reading »
Runner in the park

Market Commentary – December 2018

Greetings! We hope this email finds you well and looking forward to the holidays. For many of us in the Pacific Northwest, autumn can be a favorite time of year as we transition from the hot, dry end of summer to shorter days, cooler nights, and plenty of color in

Continue reading »
Colorful umbrellas hanging overhead.

Recommendations for Identity and Credit Protection

Greetings, In light of the recent data breach at Equifax, we would like to share with you some of the information we have gathered to help protect yourself and your family from credit and identity theft. The decision of which lines of defense to take in preventing identity theft is

Continue reading »

John Goddard’s Blog – May 11, 2016

I’ve been retired for a bit more than a year now. I’m stunned to write this. Where did the time go? Time moves at the same pace, of course, but it seems to be zipping by faster now than in earlier stages of my life. I think becoming more sensitive

Continue reading »