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Friday, January 10, 2020

Reasons to invest in a Roth 401(k) or IRA regardless of income: General, rule of thumb, advice suggests those with higher income should ALWAYS invest in the traditional, pre-tax, side of the retirement accounts available (401k’s,...

 

Tuesday, December 31, 2019

A very significant piece of legislation was just recently signed into law that will go into effect January 1st, 2020, yet many individuals and business owners are unaware of the act and its significant impacts to their retirement and...

 

Friday, December 27, 2019

Our very own Brandon Steele was recently a guest contributor for the Reflections, the Bellevue Club members magazine. Here are his handy tips for a successful financial New Year! If you have questions about this content, or if we can...

 

Monday, December 23, 2019

With speculation surrounding Boeing and the 737 Max in all the headlines, it’s easy to wonder what the impact of their struggles will have on the aerospace industry, which occupies a huge footprint in our local economy. This week...

 

Monday, December 16, 2019

It’s not just another new year but a new decade! Typically, each year as we move into a new calendar year the IRS adjusts contribution limits to retirement plans to account for inflation. This year is no different, and here are...

 

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Wednesday, December 11, 2019

Financial Planning: Where to Start? originally appeared in NorthwestCenterKids Family Connect Financial Planning for families and individuals with special considerations can be challenging. There are some great tools to help but...

 

Monday, December 2, 2019

Here's where we talk about what the podcast is about! CLICK HERE if you have questions about this content or if we can be of service.

 

Thursday, November 14, 2019

Budgeting Tips for the Holiday Season After Halloween, the holiday season vibes are in full force. It’s a great time of year to enjoy with friends, family, and co-workers and although this is a time we associate with great...

 

Friday, November 1, 2019

How has the residential real estate market changed in our region over the past few years? What are the key points to consider when buying a house? Brandon digs in to these questions and more with this week's podcast guest, Compass real...

 

Thursday, October 24, 2019

To preface, I am a Certified Financial PlannerTM (CFP®), but I am writing this in hopes of clearing up a question that I find a lot of folks struggle with: when or why would I need a financial planner? In my opinion, everyone...

 

Tuesday, October 8, 2019

“How much money do I need to retire?” This seems to be the most common question that comes up in developing a retirement plan, but is this the right question to ask? The common belief is that retirement planning is all...

 

Monday, October 7, 2019

Curious about how to set yourself apart in a competitive job market or how to shine in your current workplace? This week on the Mainsail Financial Group Podcast Brandon digs into the fundamentals of workplace success with Chelsea...

 

Tuesday, October 1, 2019

“How much money do I need to retire?” This seems to be the most common question that comes up in working with folks to develop a retirement plan. In order to determine that number, we first need to analyze our expenses and...

 

Wednesday, September 11, 2019

We're excited to welcome Taylor Olson of Colliers International as our first guest on the Mainsail Financial Group Podcast! Brandon and Taylor sat down recently to chat about business growth in the local area and resulting trends in...

 

Thursday, September 5, 2019

Labor Day Weekend is over and it’s almost time to pack up the lawn games and gardening tools. While we transition from a season of cleaning up around the house and enjoying the sun, it can be a great time to get serious...

 

Wednesday, August 28, 2019

How does golf relate to financial planning? The 2019 golf season just wrapped up recently and Rory McIlory lifted the FedEx Cup honoring the best golfer over the course of the year. Although Rory took an early win at one of the largest...

 

Monday, July 29, 2019

3 most common Equity compensation plans: Does you employer offer stock options, restricted stock, stock purchase plans, or any combination? Equity compensation can be extremely lucrative and a huge aid in building long term wealth, but...

 

Friday, July 26, 2019

Although taxes may not be the most exciting topic, it can be valuable to review and strategize for tax planning frequently throughout the course of the year in order to maximize savings, minimize the tax “drag” on...

 

Friday, June 14, 2019

Our very own Brandon Steele was a source in this recent Puget Sound Business Journal article. Read More at Puget Sound Business Journal