Ever thought about what's next in your business? Most small business owners are so focused on day-to-day operations that exit planning falls to the bottom of the list. But waiting too long can cost you value, time, and peace of mind. Exit With Intention: The Exit Planning Journey is a free, expert-led workshop that gives …
When I started writing this column for Kitsap Business Magazine in early 2025, the goal was simple: make financial planning feel practical. Less intimidating. Less abstract. More real.
There’s something about October that brings out our fear of the unknown. Spooky sounds, creepy costumes, and pumpkin spice-flavored everything. But the scariest things of all? Financial mistakes that can haunt you for decades.
If the stock market had a favorite horror movie, I’m convinced it would be The September Effect. Year after year, this month has a habit of showing up with more mood swings than a teenager who just lost Wi-Fi. Historically, it’s been one of the rockier months for investors.
It’s August in Kitsap County—aka the few glorious weeks when nobody asks about the weather and we all remember why we live here. But while you’re savoring those sunny weekends (or pretending to enjoy yardwork), it’s also a perfect time for a financial check-up. Think of it as your fiscal sunscreen: a little prevention now …
When people talk about retirement, most imagine some magical finish line between ages 62 and 67. The truth? Retirement isn’t really about a date—it’s about freedom. Not just freedom from work, but freedom to live how and where you want. That’s financial independence.
Summer’s here—kind of. In the Pacific Northwest, June can be glorious, or it might look like January with a bad haircut, (AKA Juneuary) but that doesn’t stop us from dreaming about road trips. Whether you’re heading to the coast or just sitting in traƯic on Highway 305, let’s be real—no one hits the road without …
We’re living in strange times. Inflation’s sticky, interest rates are punchy, and the markets can’t seem to decide whether they’re caffeinated or exhausted. One week we’re up. The next we’re wondering if someone pulled the plug. For many investors, uncertainty feels like a signal to retreat—to hide out in cash, wait for “the bottom,” or …
Ah, tax season. That special time of year when you either feel like a financial genius or a government donor. Most people see April 15th as a deadline, but the real winners think ahead. Paying taxes is inevitable, but overpaying? That’s optional.
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