Blog

Keep up with the latest from our advisors and other wealth-planning specialists.

Parents talking to son about money
Retirement
July 15, 2013
Potential Tax Savings from your Retirement Community

A continuing care retirement community (CCRC) may be one option for retirement living you’re considering for yourself or your parents.  CCRCs off...

Family and Finance
May 23, 2013
Trust? UTMA? 529 Plan? Which type of account is best for your young child?

Updated March 14, 2019 When it comes to establishing an account for young children or grandchildren most people feel caught between two instincts: ...

Family and Finance
April 18, 2013
Budget Builders

Between the federal budget and the Washington state budget talks, there is no shortage of headlines about budgets these days. Whether or not we agre...

Family and Finance
February 13, 2013
High School Seniors – Their Financial Thoughts and Questions

Last week two of Laird Norton Wealth Management’s Kids and Money team members talked with a large group of Forest Ridge seniors about personal fin...

Family and Finance
February 08, 2013
Mortgage Refinancing Tips

We hear it in the news and on commercials every day – “Rates are the lowest they have ever been before and now is the best time to refinance!”...

Family and Finance
January 14, 2013
Story Time and Financial Literacy Time

What better way to spend time with our kids than to read a good book together? How about if story time could also be a time of learning about values...

Family and Finance
January 08, 2013
Contemplating Resolutions for the New Year? Consider “Adaptability”

Long-held beliefs about getting older can have an important effect on our health and well-being as we age. If we view age as a time of wisdom, self-...

Family and Finance
January 08, 2013
Financial Literacy Ideas from the Internet

When we think about what money messages are being sent to the next generation, we’d argue that there is one message we need to avoid: silence. The...

Family and Finance
November 07, 2012
Finding Joy in Categorizing Expenses

When we meet a young person who is an excellent budgeter, we ask them  how they learned this skill so early. Time and time again, they answer by sa...

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