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Shelley Yates
Mar 29, 20222 min read
Financial Spring Cleaning
Spring is the perfect time to declutter and tidy up, and that applies to your financial situation just as much as your closets. The gap...
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Shelley Yates
Mar 19, 20221 min read
When Can I Expect My Tax Refund?
Whether you’ve already filed or are waiting until the last minute to do so, you may be wondering how quickly you can expect your tax...
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Shelley Yates
Jan 13, 20222 min read
Defining and Achieving Financial Wellness
January is Financial Wellness Month, but what does “financial wellness” mean? If you think of health and wellness as a three-legged...
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Shelley Yates
Dec 24, 20212 min read
New Year, New You: 6 Resolutions for 2022
Beginning a new year provides us all a fresh start, a chance to dive into new opportunities, set new goals, and create new memories. To...
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Shelley Yates
Dec 17, 20212 min read
Last Minute Financial Tips to End the Year
Year-end is a great time to take stock of where you are financially and where you’d like to be next year. It’s not too late to knock out...
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Shelley Yates
Nov 19, 20212 min read
The Basics of Long-term Care
At some point in our lives, most of us will need assistance with daily activities like dressing, bathing, driving, and cooking. Long-term...
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Shelley Yates
Sep 30, 20212 min read
What to Do With Your Retirement Plan When Changing Jobs: Part Two
If you’re changing jobs, you may be wondering about what to do with your accrued retirement plan savings. Obviously you’d like to...
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Shelley Yates
Sep 20, 20212 min read
What to Do With Your Retirement Plan When Changing Jobs: Part One
Are you changing jobs? If so, you may be thinking about what to do with the retirement plan savings you have accrued. Your goal is likely...
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Shelley Yates
Aug 31, 20212 min read
College Checklist: Financial Tips for Freshmen
It’s that time of year again: back to school. For millions of Americans, that means students are headed off to college, many for the...
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Shelley Yates
Aug 14, 20212 min read
Expect the Unexpected: Hidden Costs on Campus
Whether you’re paying for your child’s college education with a 529, scholarships, loans, or a combination of these, there are other...
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Shelley Yates
Jul 30, 20212 min read
5 Things You Didn't Know about 529 Plans
While you may know that 529 College Savings Plans offer tax-deferred savings and tax-free withdrawals, there are several aspects of 529s...
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Shelley Yates
Jul 17, 20211 min read
Using Your Child Tax Credit to Pay for College
The Child Tax Credit, which has existed for over two decades, was recently expanded under the American Rescue Plan from $2,000 to $3,000...
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Shelley Yates
Jun 30, 20212 min read
Leaving a Legacy: What Your Estate Plan Doesn't Cover
A few weeks ago, we spoke about the 6 steps of estate planning. But estate planning isn’t just about setting up a will and getting...
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Shelley Yates
Jun 18, 20212 min read
The Six Steps of Estate Planning
Estate planning can often be a neglected part of financial planning, because it can be uncomfortable or difficult to think about dying or...
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Shelley Yates
May 29, 20212 min read
5 Ways You SHOULD Spend Your Tax Refund
Every year, millions of Americans receive a tax refund. This year, you may have been one of them. While in theory it’s best to prepay...
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Shelley Yates
May 18, 20212 min read
5 Ways You Shouldn't Spend Your Tax Refund
Every year, millions of Americans receive a tax refund. This year, you may have been one of them. While in theory it’s best to prepay...
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Shelley Yates
Apr 30, 20212 min read
2021 Child Tax Credit: What You Need to Know
Starting in July, many parents are expected to get a financial boost in the form of direct monthly payments to support the cost of...
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Shelley Yates
Apr 14, 20212 min read
New Washington Payroll Tax - Act Now to Opt Out
You may have heard that a first-of-its-kind program, a result of the Washington State Long Term Care Trust Act, instituting a compulsory...
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Shelley Yates
Mar 17, 20212 min read
Tax Truths and Tall Tales: Part Two
With something as complicated as the US tax code, it makes sense that a few tax myths have developed along the way. Often, these myths...
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Shelley Yates
Feb 18, 20212 min read
Tax Truths and Tall Tales: Part One
With something as complicated as the US tax code, it makes sense that a few tax myths have developed along the way. Often, these myths...
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