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Simple Steps to Save

(February 15, 2023) - A few years ago, I bought my forever home. It’s not grand or elaborate by any means, but it is mine and exactly what I need for my retirement and beyond years. Purchasing this home was an exercise in simplicity and predictability because I had to consider what my needs would be when I’m 20+ years down the road and not what my life looks like at this specific time. With retirement savings in place and an adequate nest egg for emergencies and fun money, I knew I still had more savings goals to meet. 

Don't Fall For These Common Financial Aid Myths

(Updated February 9, 2024) - Do you think you can’t afford college or training? Financial aid helps many students pay for education beyond high school, and more families in Washington are now eligible. You might qualify now even if you didn’t before!


Myth #1: Financial aid only pays for four-year universities, not career or technical schools.

Building a Village

(December 12, 2022) - Most of us are familiar with the term, “it takes a village to raise a child”. During the holiday season, I have been reflecting on how thankful I am for our “village.” Friends, family members, teachers, and neighbors helped us influence and raise our young adult children to be hard-working, smart, kind, and witty humans with good financial sense. As my husband and I watch our young adults navigate their lives and make wise decisions along the way, we couldn’t be prouder.

Every Month is College Savings Month

(August 31, 2022) - It’s September, which is National College Savings Month! This is the month when we officially recognize the importance of saving for post-high school education and training. Let’s face it, college is expensive, and getting more so with every passing year.  College Savings Month is a great reminder for families to put money away for their student’s future education expenses.

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