Annual presentation from Ferguson Wellman sharing our views for the year regarding the global economy and capital markets, as well as a planning update from our wealth management team.
Investment Outlook 2024 Video: Sticking the Landing
Annual presentation from Ferguson Wellman sharing our views for the year regarding the global economy and capital markets, as well as a planning update from our wealth management team.
2024 Investment Outlook Webinar Video: Sticking the Landing
Annual presentation from Ferguson Wellman sharing our views for the year regarding the global economy and capital markets, as well as a planning update from our wealth management team.
Wealth Management Insights: The Value of Planning
Fourth Quarter 2023 Wealth Management Insights: Gifting IRA Funds to Charity and Other Smart Philanthropic and Tax Strategies
Presenting the fourth quarter 2023 publication of Wealth Management Insights titled, “Gifting IRA Funds to Charity and Other Smart Philanthropic Strategies.”
Third Quarter 2023 Wealth Management Insights: An Empowered and Secure Retirement
Presenting the third quarter 2023 publication of Wealth Management Insights titled, “An Empowered and Secure Retirement.”
Wealth Management Insights: Caring for Ourselves and Our Loved Ones
Collaborative planning for care needs can reduce family stress and ensure our housing, financial management, legal arrangements and healthcare is consistent with our personal preferences. In this quarter’s Wealth Management Insights video, Mary Lago, CFP®, CTFA, shares common decision points and items we can address in advance.
Wealth Management Insights Q2 2023: Keeping Your Estate Planning and Education Funding on Track
Read our second quarter 2023 Wealth Management Insights titled, “Keeping Your Estate Planning and Education Funding on Track.”
Wealth Management Insights First Quarter 2023: Planning for Incremental and Potentially Substantial Changes
Wealth Management Insights publication for first quarter 2023 titled, “Planning for Incremental and Potentially Substantial Changes.”
Opportunities for Strategic Tax and Philanthropic Planning
Lago Authors Spokane Journal of Business Article
Our colleague, Mary Lago, CFP®, CTFA, recently wrote a piece for the Spokane Journal of Business. In it, she discusses how financial strategies can optimize charitable giving.
Making the Most of All Your Benefits - Wealth Management Insights Video
Wealth Management Chair Mary Lago, CFP®, CTFA, discusses strategies to maximize the most of your benefits from private insurance options to Social Security and Medicare.
Third Quarter 2022 Wealth Management Insights Publication: Making the Most of All Your Benefits
Read our third quarter 2022 Wealth Management Insights publication in which Mary Lago, CFP®, CTFA, Charissa Anderson, CFP®, CDFA®, and Casia Chappell, CFP®, CPWA® share their thoughts on life insurance ownership, social security spousal benefits and long-term care insurance.
529 Plan Update: A Material Change in Planning
If you have college bound children or grandchildren, you are likely aware of the benefits of 529 accounts, which include but are not limited to tax-free growth of investments, tax-free withdrawals when funds are used for qualified education expenses, potential state income tax benefits, expanded gifting options with superfunding and the flexibility for the owner to transfer funds to family members.
Wealth Management Insights Video: Understanding the Impact of Ownership and Beneficiary Designations
In the second quarter 2022 Wealth Management Insights video, Mary Lago, CFP®, CTFA, discusses the importance of account ownership and beneficiary designations when planning wealth transitions.
Wealth Management Insights Forum: Managing Wealth through Transitions
Second Quarter 2022 Wealth Management Insights Publication
Second quarter 2022 issue of Wealth Management Insights publication titled, “Understanding the Impact of Ownership and Beneficiary Designations.”
Preparing to Sell a Business
For many owners, selling or transitioning their business often ranks as the most important financial decision of their lives. Not only is this decision often highly emotional, but many additional factors exist that require careful attention and evaluation.
First Quarter 2022 Wealth Management Insights Video: Valuing the Resources of Time and Money
Mary Lago, CFP®, CTFA, discusses the theme for the first quarter of 2022, “Valuing the Resources of Time and Money.”