Experiences or Material Purchases: Crafting Your Financial Blueprint for Happiness

Which is more important? Material possessions or experiences? Read this blog for the answer and the role of financial planning.

Financial PlanningStordahl Capital ManagementJuly 31, 2023Retirement, Happiness, Fulfillment, Goals, Possessions, Experiences

Fly or Drive? Planning Your Summer Vacation

Should you drive or fly for summer vacation? Here are some financial and lifestyle factors to consider.

Financial PlanningStordahl Capital ManagementJuly 17, 2023Vacation, Fuel Costs, Inflation, Rental Car, Airfare, Gas Prices

From Caretaker to Care Recipient: Planning for Your Care Needs After Caring for Others

Here are six tips for former caregivers to make a long-term plan for their own future care needs.

Financial PlanningStordahl Capital ManagementJune 5, 2023Caretaker, Caregiver, Long-Term Care, Care Needs

The Debt Ceiling: What It Is, The Ramifications, and Why We Think It Will Be Raised

Read this article to learn what a default could mean for Americans and why we think the debt ceiling will ultimately be raised.

Financial PlanningStordahl Capital ManagementMay 15, 2023Debt Ceiling, National Debt, Congress, Spending Cuts

De-dollarization: 5 Reasons Why It Won’t Happen Anytime Soon

De-dollarization has been a hot topic of late, but it’s unlikely that it will happen in the foreseeable future. Here are five reasons why.

Financial PlanningMatthew Knuth, CFP®May 3, 2023De-dollarization, U.S. currency, U.S. economy, global economy, yuan, yen, euro, investors, investing, Treasury

Money Market Mutual Funds vs. Bank Sweeps: Which Is Right for Managing Your Cash?

How money market mutual funds and bank sweeps may fit into your cash management system.

Financial PlanningStordahl Capital ManagementApril 3, 2023FDIC, Money Market Mutual Fund, Bank Sweeps, Cash Management

Considering a Move? What to Know About Estate and Inheritance Taxes

If you’re considering a move out of state, it’s important to know your new state’s estate and inheritance tax laws.

Financial PlanningStordahl Capital ManagementApril 3, 2023Retirement, Relocation, State Taxes, Estate Tax, Inheritance Tax, Washington, Colorado

Does the FDIC Cover Your Bank Deposits?

Here are the accounts and amounts the FDIC covers and what to do if you exceed FDIC limits.

Financial PlanningStordahl Capital ManagementMarch 20, 2023FDIC, Bank Insurance, Silicon Valley Bank

What’s with All These Ads About Fiduciary Financial Advisors?

Those ads about fiduciary financial advisors are on to something. Here’s why working with a fiduciary can be a great decision.

Financial PlanningStordahl Capital ManagementMarch 15, 2023Fiduciary, Suitability, RIA, Registered Investment Advisor, CFP, CERTIFIED FINANCIAL PLANNER

Recognizing Signs of Elder Financial Abuse

Here are signs of elder financial exploitation, tips for preventing it, and what to do if you suspect abuse.

Financial PlanningStordahl Capital ManagementMarch 6, 2023Elder Abuse, Financial Abuse, Preventing Elder Abuse

“This Time Is Different”: How We Can Persevere

We can apply a historical perspective to current events. We can also build a long-term financial plan that helps give us a sense of stability.

Financial PlanningBill StordahlFebruary 21, 2023Current Events, Recession, Layoffs, Optimism, Long-Term Plan, Retirement

How to Protect Your Aging Parents from Scammers

Here are tips to help protect your parents and other loved ones from scams targeting older Americans.

Financial PlanningBill StordahlJanuary 30, 2023Identity Theft, Scams, Fraud, Family Communication, Aging Parents

6 Ways to Offset Inflation in 2023

It appears high inflation will continue into 2023. Here are six ways to protect your buying power.

Financial PlanningBill StordahlNovember 30, 2022Inflation, Interest Rates, Federal Reserve, I Bonds, Real Estate

Banks Aren’t Keeping Up with Interest Rates—What Should You Do?

The government has raised interest rates, but your bank probably hasn’t matched the increase. What can you do to help offset inflation? Here are some ideas.

Financial PlanningBill StordahlOctober 17, 2022Money Market Account, Money Market Fund, Treasury Bond, I Bond, Series 1, High Yield Savings Account, Inflation, Interest Rate

Energy Tax Credits & Rebates You Can Take with the Inflation Reduction Act

Curious about the tax credits you can receive for purchasing an electric vehicle or making your home more energy efficient? Read this article for a breakdown.

Financial PlanningBill StordahlOctober 3, 2022Inflation Reduction Act, Biden, Electric Vehicle, Energy Efficiency, Home Improvement

Should You Sell Your House?

Answer these questions to determine whether now is the right time to sell your house or stay put.