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Our Blog is filled with a variety of topics ranging from rules and regulation changes to personal announcements and fun facts. We enjoy sharing with you, but we also invite you to share with us. If there is a topic you’d like us to address or something you’d like to say, please let us know. We hope to make this something you look forward to reading on a regular basis to stay informed on what’s happening personally, locally, nationally, and around the world.

Our Recent Posts

Finding More Joy per Dollar: Spending in a Way That’s as Unique as You Are

Building a Financial Head Start for the Next Generation: 529 Plans, UTMAs, and 530A Accounts

Who’s Accountable for Your Investment Decisions—Advisor or Algorithm?

Questions?

Our team stands ready to act as a driving force to keep your personal and financial goals moving forward. If you have any questions, we invite you to contact us today.

Mainspring Cares: A Season of Service and Connection

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Washington State Increases Estate and Capital Gains Taxes

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Navigating Market Volatility: Staying The Course With Confidence

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April 2025 – Celebrating Earth Day

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Tarriffied?

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Combating AI-Fueled Financial Scams: Protecting Your Assets

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February 2025 – Kindering Annual Auction Gala

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Defining Legacy: Lessons From My Grandparents

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Q4 Market Commentary: Oz – The Great and Powerful

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