Newsletters

By George Erb – Special to The Seattle Times “Like many young adults, Tacoma graduate student Taylor Reyes is pursuing her dreams of a career and a home while college debt piles up around her. She’s worried whether she can earn enough money as a school counselor to buy a

By Connie Thompson – Komo News The mere thought of sudden wealth triggers lofty visions. Virtually everyone has a plan. But whether it’s 1.5 Billion, or several hundred thousand- money experts say the first thing to do- is nothing. “Don’t quit your job right away.” , said Certified Financial Planner

By George Erb – Special to The Seattle Times “Jennifer Ferdinand and Todd Parker have steady jobs, pensions and retirement accounts. They keep their spending in check and expect to pay off their home mortgage after 15 years. In short, the Kenmore couple are well positioned for the future, with

Here’s my first official report on retirement: it’s great. I talked about retirement every day for years with planning clients who needed help in figuring out how to become financially prepared themselves. I knew I was ready to follow my own advice when the desire to shift into a slower