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Pre-Retirement

Health-Care Reform: Replacing Myths with Facts

March 25, 2013
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The Patient Protection and Affordable Care Act (ACA) passed in 2010 is incredibly broad in scope, so it’s probably not surprising that there’s a good deal of confusion about it, and a number of inaccurate and misleading claims that have been circulated. Here’s some information to help separate fact from fiction. Myth: The health-care law…

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Adriel Tam and Marcus Dusenbury Recognized for 3rd Consecutive year as a FIVE STAR Wealth Manager

March 19, 2013
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Adriel Tam and Marcus Dusenbury have been named to the 2013 FIVE STAR: Best in Client Satisfaction Wealth Managers list in the April issue of Seattle Magazine for the 3rd year in a row.  The FIVE STAR Best in Client Satisfaction Wealth Manager Award is given to less than 6 percent of all wealth managers…

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There's Still Time to Contribute to an IRA for 2012

March 14, 2013
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There’s still time to make a regular IRA contribution for 2012! You have until your tax return due date (not including extensions) to contribute up to $5,000 for 2012 ($6,000 if you were age 50 by December 31, 2012). For most taxpayers, the contribution deadline for 2012 is April 15, 2013. You can contribute to…

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2013 FICA Tax Increase Surprises Some Taxpayers

February 14, 2013
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With all the end-of-year hype surrounding the fiscal cliff and the relief that came with New Year’s legislation permanently extending most income tax rates, one change seems to have been veiled by the settling dust: the 2 percent increase in FICA (Federal Insurance Contributions Act) tax. That increase, the result of an expiring provision that…

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IRS Announces 2013 Pension Plan Limitations; Taxpayers May Contribute Up to $17,500 to Their 401(k) Plans in 2013

December 17, 2012
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*Reprinted from the IRS website IR-2012-77, Oct. 18, 2012 WASHINGTON — The Internal Revenue Service today announced cost-of-living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2013. In general, many of the pension plan limitations will change for 2013 because the increase in the cost-of-living index met the statutory…

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Financial Perspectives for Women

August 14, 2012
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Today, women have more opportunities to achieve financial success than ever before. However, it’s a fact that women often face obstacles that their male counterparts don’t. It’s important to recognize and account for these challenges. For more information, watch the short video clip below regarding these challenges and other potential financial setbacks. Financial Perspectives: Understanding…

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Europe and the Summer of Uncertainty

June 14, 2012
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It’s no secret that what’s happening in Europe is driving financial markets worldwide. Even if you have a sound asset allocation strategy and a well-diversified portfolio, it’s hard to ignore the fact that this summer seems to have the potential for turbulence. Markets dislike uncertainty, and at this point uncertainty is high, particularly in advance…

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Are You Sabotaging Your Finances With Your Spouse?

June 11, 2012
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This is a repost of a great article I read this morning.  It is extremely relevant in this day of underwater mortgages and the thought still of, “keeping up with the Jonses.” How Couples Sabotage Their Finances  Simple principles still apply here: Spend less than you make Have a shared financial budget Save in tax…

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Investing in Bonds

June 11, 2012
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Bonds may not be as glamorous as stocks or commodities, but they are a significant component of most investment portfolios. Bonds are traded in huge volumes every day, but their full usefulness is often underappreciated and underestimated. Why invest in bonds? Bonds can help diversify your investment portfolio. Interest payments from bonds can act as…

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