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seattle financial advisor

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How Do I Maximize Federal Student Financial Aid?

College is expensive. Most of us need some form of financial aid. Often the best place to start is by trying...

January 11, 2016

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Ghosting Into a Roth IRA – How High Income Earners Can Still Take Advantage of Roth IRA Tax Benefits

A perfectly legal loophole for high earners who are over the income limit to still make Roth IRA...

January 4, 2016

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Fortis Wealth Management Weekly Insights – 1/2/16

7 interesting articles we are reading this week we thought were worth passing along to our readers...

January 3, 2016

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Roth IRAs vs. Traditional IRAs – Which One is Right for Me?

Decide which type of retirement account to utilize can be a tricky endeavor. In this post we lay out some of...

December 28, 2015

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What is a Roth IRA?

Roth IRAs are possibly one of the best gifts Congress has ever given the retirement saver. The advantages...

December 7, 2015

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Budget Hack: How Do I Reduce My Monthly Car Payment?

To continue our series on reducing your monthly expenses, today we examine how you can cut back your car...

December 1, 2015

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Budget Hack: How Do I Reduce My Cell Phone Bill?

As part of an ongoing series, we are going to go through each of the major expense categories that make up...

November 30, 2015

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When Should I Retire? (Part 2)

In this follow-up post we actually help you answer the question of when you should retire based on back of...

November 23, 2015

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When Should I Retire?

The point of retirement is to transition your life from one where you are working on someone else’s...

November 16, 2015

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