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About eight years ago, I went to the doctor for some health problems including brain fog, fatigue, and overall lack of joy in life. The last in particular was atypical for me. I left that appointment with a prescription in hand for an...

Do you feel like financial literacy in America is getting worse? It’s not just you. FINRA’s most recent National Financial Capability Survey revealed that only 34% of Americans could correctly answer four out of five basic questions....

If you read any investment publications, you've likely heard about something called a "Roth conversion". You may be wondering what a Roth conversion is, and if you should be utilizing this strategy. Let's start with how a Roth...

Divorce is a messy, heart-wrenching, and overwhelming process to go through. In the midst of everything you're dealing with, it may be the most tempting time to avoid dealing with money. Some advice from a female financial advisor.

If you’ve started planning your wedding already, you’ve probably discussed your wedding budget with your significant other. What may not be as urgent, but is of equal importance, is budgeting how you will spend your money together as a coup

Congratulations on getting married! If you're excited about becoming the new Mrs., keep in mind- your name does not change automatically because you're married! Changing your name legally requires a number of steps beyond changing...

It's been a rough year, with multiple friends losing spouses or parents unexpectedly. While I am grateful for the generosity of friends and peers who start GoFundMe accounts, I can't help but think that the people we just lost did not...

Determining how much life insurance you need is different for every person. It depends on things like whether you have children, how much you have in savings, and how much your family counts on your income. There's no rule of thumb...

According to credit.com, the average student loan debt per person this year is $31,172. Ouch! That's about what most graduates will make per year when they graduate. While we can cross our fingers that some politician somewhere...

I'm seeing a lot of posts online fully attributing the labor shortage to government stimulus checks and lazy employees or to greedy businesses unwilling to pay a living wage. Both of these overly simplistic perspectives miss a really import

So you're asking the question- should I sell or rent out my house? You're planning on moving, maybe because you're upgrading to a bigger home, or relocating for a new job or to be closer to family. You own your current home, and you're...

Starting your own business can be one of the most rewarding things you’ll do in life, but also most challenging. Here are a few key considerations to help you grow a successful business. If you want a female financial advisor, reach out!

As we enter 2022, I think we're all a bit hesitant to claim "2022 is our year!" given how that's worked out for many of us the last two years. I'm also wary in general of setting super ambitious goals that involve strict diets, strict...

In case you missed it: In May of 2019, Washington Governor Jay Inslee signed a bill into law, known as the "Aging and Long-Term Support Administration Long-Term Services and Supports Trust Act", a state-operated long-term care insurance pro