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Home » Topics » Topics » Wealth Management

Wealth Management
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ARTICLES

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Can I start a new business while in bankruptcy?

July 14, 2025
Guest Contributor

If my business has filed for bankruptcy and I am required to remain with the business until it’s complete, can I establish a new business as well?


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STCU-Lindsey-Myhre

From entry level to CEO, meet STCU’s new leader

July 9, 2025
Rachel Visick

STCU has named a new permanent president and CEO, the sixth in its 91-year history and its first woman.


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State expands capital gains, estate taxes, targeting the top 1%

June 12, 2025
Guest Contributor

A new state law introduces a tiered capital gains tax and increases the estate tax rates for high-value estates.


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Finding balance and adapting in post-inflationary economy

June 12, 2025
Guest Contributor

By setting up sound financial practices and making a plan for where you’d like to get to, business leaders and consumers alike will be better positioned to stay on track and meet their goals.


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Opinion

For the cost of a trip to Costco, consider paying for expert advice on estate plan

May 15, 2025
Guest Contributor

A person doesn’t need an attorney for anything in this world … just like a person doesn’t need a dentist for a root canal. But sometimes it’s worth the peace of mind that professionals can provide, especially when it comes to estate planning.



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Is the juice worth the squeeze? The overlooked downside to trusts

April 14, 2025
Guest Contributor

Too often a trust is a proposed solution without consideration of the commensurate challenges of using a trust.


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Want to sell your business? First take these steps

March 13, 2025
Guest Contributor

While there’s no single, prescribed path for selling your business, let us review key steps that offer a valuable framework for sellers aiming to maximize their final payout while simultaneously reducing the potential for problems down the road.


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Financial planning pairs well with science in WA state

February 13, 2025
Guest Contributor

The mathematics that drive the powerful tools financial advisors use have links to our community.


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5 ways to build, protect and grow your wealth in 2025

February 13, 2025
Guest Contributor

Here are five ways that can help you build, protect and grow your wealth in the year ahead.


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The kids are alright

Wealth managers say millennials are ready to be good investors

February 13, 2025
Ty Beaver

Millennials are now in their 30s and even early 40s and there are conflicting narratives about how they’re faring financially as they step into middle age.


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