​If you had a $2,000,000 nest egg, would it be enough to last through your retirement years?
 
The answer can depend on... when you retire.

“Is this a good time to get in to the Market?”
 
“Are stocks too expensive? Should I sell and get out?”
 
I get questions like these. A lot. I’m flattered, of course. It means that they value my opinion.

Look out. There’s a new payroll tax in town.

The new mandatory state payroll tax in Washington state under The Long-Term Care Trust Act is designed to fund long-term care benefits for its eligible residents.

If you are employed in Washington (or will be), read on or download our whitepaper below. This new tax will affect you.