Maximizing Your Business Value with Broker Taralee Muhli

In this insightful episode, we are joined by Taralee Muhli, an experienced business broker, who shares her expert advice on the crucial steps business owners need to take before selling their business. Taralee dives into the importance of early preparation and discusses when owners should start working with a business broker to ensure their business is in prime condition to attract potential buyers. From financial readiness to operational streamlining, Taralee provides a comprehensive roadmap for business owners aiming to achieve a successful sale. Tune in to learn how to maximize the value of your business and navigate the complexities of the selling process with confidence.

Unveiling Compliance: The Corporate Transparency Act Explained with Dan Matthews

In this video, Dan Matthews provides a comprehensive overview of the Corporate Transparency Act, covering key aspects such as filing requirements, applicable entities, and the rationale behind its implementation by the US government. The discussion delves into the Act’s objectives, outlining its significance in promoting transparency and combating illicit activities within corporate structures.

Empowering Decisions: Navigating the Need for Power of Attorney with Nicole C.B. Hancock

Discover the keys to securing your legacy with effective estate planning. In this insightful video, learn essential strategies to protect your assets, minimize taxes, and ensure your loved ones are provided for, now and in the future.

Expert Tips on Estate Planning with Nicole C.B. Hancock

Discover the keys to securing your legacy with effective estate planning. In this insightful video, learn essential strategies to protect your assets, minimize taxes, and ensure your loved ones are provided for, now and in the future.

Unlocking Your Dream Home: Expert Tips on Securing a Mortgage in Retirement with Per Moerkeseth

Understanding your mortgage options in retirement is paramount to ensuring financial security and peace of mind during your golden years. As retirees transition from the workforce into a fixed income, careful consideration of their housing expenses becomes imperative. Here’s why understanding mortgage options in retirement is crucial:

1.      Financial Stability: Retirement typically entails a shift from a regular salary to pension funds, investments, and social security benefits. Knowing your mortgage options allows retirees to align their housing expenses with their post-retirement income streams. This ensures that mortgage payments remain manageable and don’t strain their finances.

2.      Tailored Solutions: Retirees often have unique financial situations, including assets such as retirement accounts, investments, and real estate. Understanding mortgage options enables retirees to explore tailored solutions that leverage these assets. This customization ensures that retirees can maximize their financial resources while meeting their housing needs.

3.      Mitigating Risks: With retirement comes the potential for unexpected expenses, such as healthcare costs or home repairs. By understanding mortgage options, retirees can choose products that offer flexibility and protection against financial risks.

4.      Long-Term Planning: Retirement is a time to focus on long-term financial planning and asset management. Understanding mortgage options allows retirees to strategically plan for their housing needs over the long term. Whether it’s paying off the mortgage early, refinancing to lower interest rates, or downsizing a home, having a clear understanding of mortgage options empowers retirees to make informed decisions that support their financial goals.

In conclusion, understanding mortgage options in retirement is crucial for maintaining financial stability, tailoring solutions to individual needs, mitigating risks, and planning for the long term. By taking the time to explore and comprehend various mortgage products, retirees can ensure that their housing expenses align with their financial circumstances, allowing them to enjoy a comfortable and worry-free retirement.

 ***The above is for education purposes only and should not be considered a recommendation. Please consult with a professional before entering a course of action***

Back to College-Building Your Dream Team: Lawyers, Accountants, and Partnerships for Financial Success

In the intricate web of personal finance, having a dedicated team comprising a lawyer, accountant, and financial advisor is a strategic move toward achieving long-term financial success. These professionals play distinct yet interconnected roles that, when harmonized, create a robust foundation for navigating the complexities of wealth management.

A skilled lawyer is essential to ensure your legal affairs are in order. They can provide guidance on wills, trusts, and estate planning, shielding your assets and ensuring a smooth transfer of wealth to future generations. A lawyer is also crucial in navigating complex legal issues, protecting you from unforeseen legal challenges.

An accountant brings precision to your financial landscape. From managing tax implications to optimizing your financial structure, their expertise is invaluable. An accountant can identify opportunities for tax savings, budgeting strategies, and financial efficiencies, ultimately maximizing your wealth.

A financial advisor acts as the captain of your financial ship, steering it toward your goals. They assess your risk tolerance, create personalized investment strategies, and guide you through market fluctuations. Their holistic approach ensures that your financial plan aligns with your life goals and adapts to changing circumstances.

The synergy among these professionals creates a powerful financial ecosystem. They collaborate to provide comprehensive insights, anticipate potential challenges, and craft resilient financial plans. Assembling a personal financial team isn’t just a luxury for the affluent; it’s a strategic investment in your financial well-being, providing peace of mind and a roadmap for building and preserving wealth over time.

 ***The above is for education purposes only and should not be considered a recommendation. Please consult with a professional before entering a course of action***

Back to College- Financial Literacy ep.1

Dean, an accomplished finance professional, embarked on a new chapter as an educator, bringing his wealth of practical knowledge to the University of Washington Tacoma campus. In this dynamic Financial Principles class, Dean engages students with real-world examples, bridging the gap between theory and application. The video provides an insightful glimpse into Dean’s teaching philosophy, highlighting his passion for empowering students with essential financial skills.

As a seasoned practitioner in the financial industry, Dean enriches the learning experience with relevant case studies and industry insights. His commitment to fostering a supportive learning environment shines through as he encourages critical thinking and active participation. The University of Washington Tacoma campus becomes a hub of financial education under Dean’s guidance, where students not only grasp fundamental principles but also gain valuable perspectives for navigating the complexities of the financial landscape. Watch the video to witness the transformational impact of Dean’s teaching on aspiring financial minds.

Efficient Charitable Donations- Wealth Insights #3


What is the best way to donate to a non-profit? We use strategies to increase tax efficiency and get more funds to those who need them. This enables our clients to be more purposeful in their donations so they can make an impact to the causes that are important to them.

How To Prepare for Change- Wealth Insights #2

How do I financially prepare for the death of a parent?

How do I retire from my job?

What are the risks I face as I build wealth?


Life is full of change. We help client navigator difficult times, so they can focus on the things that matter most to them.

Our Most Important Work

You’ve kept us extra busy these days, working with people you’ve sent who are going through transitions right now. It’s been a reminder that we don’t always pick the time when retirement savings are needed to fund the next chapter, when a death turns someone who is married into a survivor, or when a job change cascades through our other plans and planning.

An uncertain economy and volatile markets compound these tasks. We so appreciate your confidence in suggesting to people you care about that they talk to us, when they need to. These transitions are key, important times – we respect the time and attention people need in sorting through the issues. This may be our most important work, and you help us be there for people who need it. Thank you again.

We are equally grateful for the chance to talk to so many of you! As market uncertainty continues, it becomes invaluable for us to understand your priorities, goals, and concerns. While we never try and time the market, many of you have inquired whether this is a buying opportunity or if market downturns are jeopardizing the things that matter most to you. Keep those calls coming! We will review our strategy together and make sure we are taking appropriate steps for your future.  

Our investment philosophy is built on 2 pillars. 1) Only take appropriate risks and 2) Buy high quality companies and investments. This approach has a history of building wealth over time and in a variety of market cycles.

We continue to believe in this philosophy even amid the global economic and geopolitical uncertainty. We are encouraged that the core domestic economy is still quite stable. Additionally, the economy is expected to grow in the latter part of this year after a surprise contraction in the first quarter, though the growth path may be bumpy as monetary policy is recalibrated from exceedingly loose to moderately tight and consumers and businesses adjust to higher borrowing costs.


We believe patient investors stand a better chance of meeting their long-term goals. No one has a crystal ball, but at lower valuations, history suggests the chances of above-average returns going forward may be rising. It’s tough to do during times like this, but we encourage long term investors to stick to their game plan.

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