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Blog

Karen O'Brien | Jan 13, 2023

“Anytime” Resolutions

Personal Goal Setting

The tradition of making New Year's Resolutions goes all the way back to ancient Rome. In 46 B.C. Julius Caesar developed a new calendar and named the first

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Mother and child working on a laptop together
Karen O'Brien | Aug 10, 2022

Should You Prioritize Retirement Savings over College Savings?

Retirement
College
College and retirement require serious savings. Is it possible to save for both?
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A teenager holding a yellow and blue longboard talking to her friend
Karen O'Brien | Jul 19, 2022

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
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Two yellow balloons with smiley faces on them
Karen O'Brien | Jul 1, 2022

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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Young woman pouring a drink for an older woman. They are sitting together at a table.
Karen O'Brien | Jun 14, 2022

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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Karen O'Brien | Apr 4, 2022

The Pandemic has Changed Perceptions of Wealth & Well-Being

Personal Goal Setting

Recent studies indicate that the pandemic has prompted many to reevaluate the meaning and purpose of wealth.  For example, the annual “Modern Wealth Survey”

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Karen O'Brien | Jan 10, 2022

Implementation of the Washington Cares Payroll Tax Delayed

WA State
Payroll Taxes

Last month, amid growing concerns regarding the people who would pay the WA Cares payroll tax but never receive benefits, Governor Jay Inslee announced that the

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Karen O'Brien | Jan 10, 2022

Goal Setting Outside of The Box

Personal Goal Setting

“We should never let reality interfere with our dreams.
Reality can't see what we can see.” 
 —Simon Sinek

Goals are targets—something to aim for.  They give

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Karen O'Brien | Nov 1, 2021

The Washington Cares Fund Exemption Application is Now Available

Payroll Taxes
WA State

Exemption applications for the Washington Cares Fund mandatory payroll tax became available on October 1, 2021, and can only be accepted through December 31

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Karen O'Brien | Oct 9, 2021

Washington's New Capital Gains Tax Beginning January 1, 2022

Tax Planning
WA State

On May 4, 2021, Governor Jay Inslee signed Senate Bill 5096 into law, creating a new individual excise tax of 7% on the sale or exchange of long-term capital

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Row of townhomes
Karen O'Brien | Sep 24, 2021

Selling Your Home After Retirement: The Benefits of Downsizing

Retirement
Savings
Real Estate
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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Karen O'Brien | Sep 6, 2021

How to Nurture Financially Savvy Kids

Family Finance

In 1988, financial planner and best-selling author Venita Van Caspel wrote in her bestselling book Financial Dynamics for the 1990s:

“Our educational system

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Seattle, WA  98101

Phone: 206-652-4314
Fax: 206-652-4316


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Bainbridge Island, WA  98110

Phone: 206-652-4314
Fax: 206-565-3283

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info@truenorthwa.com

 
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