• Services
    • Personal Financial Planning
    • Accounting and Tax Services
    • Investment Advisory
    • Insurance Solutions
  • Pricing
  • About
  • Get Started
Financial guidance for business owners
  • Services
    • Personal Financial Planning
    • Accounting and Tax Services
    • Investment Advisory
    • Insurance Solutions
  • Pricing
  • About
  • Get Started

Tax and estate planning updates

12/5/2022

 
To our friends who are tax and estate planning professionals, we hope you're staying warm and healthy. Here is a list of articles that caught our eyes recently. We hope you find them interesting and helpful to your practice as well.
Picture

Read More

Understanding the current state of mortgage rates

12/1/2022

 
It’s hard to believe, but it was only a year ago when a 30-year fixed mortgage rate was around 3%. The sudden and rapid rise of the rate has been unnerving for homebuyers and sellers (and observers) alike. What are we to make of it? Well, we are grateful for our trusted partner and mortgage professional, Scott Bothel of North Pacific Mortgage, for his insight and thoughtful explanation on today’s mortgage environment and what it means for us. 
Picture

Read More

    Author

    Cultivant team &
    guest contributors

    ​206.486.8700 ext. 703
    [email protected]

    Archives

    September 2023
    August 2023
    July 2023
    June 2023
    May 2023
    April 2023
    March 2023
    February 2023
    January 2023
    December 2022
    November 2022
    October 2022
    September 2022
    August 2022
    July 2022
    June 2022
    May 2022
    April 2022
    March 2022
    February 2022
    January 2022
    December 2021
    November 2021
    October 2021
    September 2021
    August 2021
    July 2021
    June 2021
    May 2021
    April 2021
    March 2021
    February 2021
    January 2021

    Categories

    All
    529 Plan
    Annuities
    Business Succession
    Charitable Planning
    College Planning
    Disability Insurance
    Estate Planning
    Investing
    IRA
    Life Insurance
    LTC Insurance
    Medicare
    Mortgage
    Multi-Generation
    Real Estate
    Retirement Income
    Retirement Planning
    Senior Planning
    Social Security
    Taxation
    Wealth
    Women's Finance
    Workplace Benefits

Picture
Advisory services offered through CS Planning Corp, an SEC registered investment advisor.
Accounting and tax services offered through Elliott Bay Advisors LLC.
Insurance products offered through Elliott Bay Insurance LLC.
Form CRS, Privacy Policy, and Additional Disclosures.
[email protected]
206.486.8700 ext. 703
Let's get started
  • Services
    • Personal Financial Planning
    • Accounting and Tax Services
    • Investment Advisory
    • Insurance Solutions
  • Pricing
  • About
  • Get Started