Before summer spending melts your budget, use this financial checklist to keep more cash in your pocket and make every dollar work harder during vacation season.
Beat the heat...
Homeowners insurance policies have many distinct components of coverage. Two of the biggest are the structure of the home and the belongings inside of it.
Here’s a closer look at...
Comprehensive Wealth Management (CWM), a family-owned financial services firm offering holistic investment management and financial planning, celebrates its 25th anniversary this year.
Since our founding in 2001, we have helped...
Sleuthing your way through a tax audit by yourself is not the same as fixing a leaky faucet or changing your oil. Here are reasons to seek professional help...
With so many streaming platforms, social media outlets and new gaming options popping up every day, it’s nearly impossible to fully protect your kids from what they can encounter...
A majority of readers in Edmonds, Lynnwood and Mountlake Terrace responding to a My Neighborhood News Group survey say their financial situation is worse than it was a year...
It's tough out there. The cost of everything is going up, from healthcare to groceries. Plus the practice of companies using monthly fees as annuity income has become overwhelming....
The IRS is getting pretty good at comparing your income reports against what you claim on your tax return. The result is a notice in the mail called a...
Every day, cybercriminals try to access bank accounts, take over email inboxes and harvest personal information using passwords purchased in bulk from underground marketplaces. Using two Factor Authentication (2FA),...
Saving for retirement is not a one-size-fits-all journey, as each stage of life comes with different priorities, pressures and opportunities. No matter where you are in your journey, here...
Filing your 2025 tax return may feel like crossing a finish line. In reality, this moment is the starting point for smart tax planning during 2026. Here are several...
There are many tax benefits built into home ownership. Here's a summary of the most common. It may be worth a quick review to ensure you are maximizing your...
Here are five common retirement planning tips and what you can do to take advantage of them. The key is retirement planning starts today, not decades from now when...
As we approach tax season, it is not too late to think about tax mitigation strategies for your 2025 tax return and implement changes for 2026.
Before April 15, 2026,...
The tax code is about 75,000 pages long, so it’s not surprising there are many overlooked money-saving deductions hidden within it. Check out this list of commonly overlooked deductions....
Few concepts are as essential, and unfortunately often overlooked, as tax diversification. People naturally focus on asset allocation, risk tolerance, and long-term growth, but how an account is taxed...
