
Providing #retirement #investmentadvice and #planning for over 20 years in the Columbia Basin.
Kennewick WA
Joined July 2009
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Third-party comments may not be representative of all client experiences. Please see website for full disclosures.
As complex as the details of taxes can be, the income tax process is fairly straightforward. myf.mg/eTTs
The market is as unpredictable as the weather. We’re here to help you prepare. myf.mg/f9Cv
Tax freedom day: the day you begin earning money for yourself. #TaxFreedomDay myf.mg/dVSh
A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate. myf.mg/fEjz
Looking for the latest tax bracket changes? Use this handy reference guide to save time. myf.mg/g4JU
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Three steps may make a difference if you find yourself suddenly single. myf.mg/gOa7
Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy myf.mg/eJX0
Pay off debt or invest the money? Things to consider before you commit to either option. #PayOffDebt myf.mg/dNwL
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax myf.mg/eQR6
Mortgage lenders consider many personal factors when deciding whether you can afford a home. #MortgageCalculator myf.mg/dJlI
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold. Read more now. myf.mg/gtGo
Many have heard they should avoid probate; do you understand what probate is and how it works? myf.mg/f0JI
How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability. myf.mg/eg0n
Childhood attitudes and habits can determine your child's health in his or her adult years. myf.mg/gJtv
What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you. myf.mg/eloB
Valuation is important for business succession, estate taxes and even qualifying for a loan. myf.mg/gIiY
Concerned about identity theft? Some things to leave at home. #IdentityTheft myf.mg/dZ1W
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why. myf.mg/figf