• Your Taxes: Quick Math! How Much Might You Owe this Year?

    Key Takeaways It’s that time of year again! Whatever your stance on taxes, they are coming due–and soon. How would it feel to be a little more prepared for what you might owe? Never tax advise, and never in absolutes when we’re talking about the complicated formulas of the US Federal tax system! However, there…

  • Envisioning 2026: Allow How You Want to Feel Next Year to Guide What You Do!

    Key Takeaways Take stock, what went well this year? It’s no secret that where we cast our focus creates the substance of our lives. What is actually working and how does it make you feel? Looking back at your money story in 2025 (and it was a loooong one!) what stands out? Become a detective;…

  • Open Enrollment is Here: A Few Health Insurance Considerations Beyond Price!

    Key Takeaways Look Beyond Monthly Premiums Whew! Health insurance is a doozy! We’re all aware that the system is rigged in order to send the profits to the top, and off the back of sick individuals and families, no less. But if we have to play this game, let’s ensure that we’re picking the best…

  • Prepping Your Taxes: Are You Ready?!

    It’s that time of year again..you may have seen your W-2 in the mail recently (it and 1099’s were due to you by Jan 31!) signaling that the countdown to file tax year 2024 has begun!  It’s tricky, we file in 2025, but all of the information you are responsible for gathering took place in 2024.…

  • Open Enrollment is Now! How Do I Choose the Right Plan for Me?

    It’s that time of year when we get to choose our healthcare coverage for 2025, otherwise known as Open Enrollment. For a limited time, we can review the options available, understand the upcoming changes, and decide what will work best for us. Read below for an overview of options for Washingtonians: Individual Plans, including new…

  • Using Spring Energy to Get Going! Which Motivation Type Are You?

    Spring is here!  This is the time of year we can really draw from that new-growth energy in order to get a little extra motivation on our money-moves and meeting our goals! We often read about “Spring Cleaning”, right? Clearing out the clutter at home, getting our “financial house” in order, maybe, money-wise. This Spring,…

  • It’s Tax Time: How Can I Owe Less?

    Last week we went over your Tax Filing Checklist in order to get organized for filing this year, but some people might also want to know..how can I lower my taxes? Read below for a few, and perhaps, lesser-known ways to lower your tax liability! As always, not tax advice—just some friendly financial literacy! If…

  • It’s Tax Time: A Filing Checklist!

    It’s that time again! The IRS officially opened their doors to accept your 2023 tax returns on Jan 29 of this year! Read below for your Filing Checklist—as usual, not tax advice, just some friendly reminders! Tax Year 2023 Filing Checklist: Identify Big Life Changes and How They Might Affect Your Tax Liability –Got Married/Divorced…

  • Your Financial Foundation: Small Tweaks, Big Results!

    How strong is your Financial Foundation? Our personal-finance lives are made up of a few key areas of day-to-day money management: Income, Spending, Savings and Debt.  If you’re finding it’s hard to meet your financial goals, or to get clarity on what is going on with your money, it’s worth taking a look at each…

  • Closing Out 2023: Your Year-End Money Moves!

    It’s time to close out 2023 (!!!) and with that comes some money moves and/or opportunities for review! Read below for a few time-sensitive checklist items you may need to take advantage of right now! Reminder: not tax advice, just some friendly financial literacy. Spend Your Flex Spending Accounts (FSA): Here is a refresher on…