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Jun 9, 20222 min read

Who is Umbrella Insurance for?

Umbrella insurance, also known as excess personal liability insurance, isn’t just for the wealthy. If you: drive a motor vehicle, own...

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Mar 14, 20222 min read

Five Fantastic Finance Newsletters

Now more than ever, there’s information available about personal finance all over the internet. It can be a challenge to find content...

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Apr 9, 20201 min read

Let's Keep Working

Working through an unusual time.

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Feb 5, 20201 min read

What is the SECURE Act of 2019?

Learn how the SECURE Act of 2091 may affect you.

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Sep 13, 20192 min read

How Can I Use My Home to Raise Money Without Selling It?

An equity line reverse mortgage allows you to take different lump-sum amounts of equity out of your home as desired or needed up to a predet

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Aug 15, 20193 min read

Switching Jobs Doesn't Mean Losing 401(k)

While you have options when it comes to your 401(k), you should be sure to consider what’s off limits, too.

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Jul 14, 20193 min read

Retirement Doesn't Have To Be A Hard Stop

So, even though many employees would like to phase their retirements, many employers are not on the same page. Another challenge that worker

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Jul 2, 20192 min read

Retirement Planning Drawbacks and How To Navigate Them

If there is one rule more important than any other when it comes to legacy planning, it is this:

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May 1, 20192 min read

What Can Penny Lane Financial Do For You?

By now, most of you know who we are, but do you know what we actually do? Aside from having “Financial” in our name, how do we help people?

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Apr 18, 20193 min read

Four Retirement Myths Debunked

That’s not the only reason retirees are returning to the work force, either. With longer life expectancies, some retirees are even finding t

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Apr 11, 20197 min read

5 Things You Need to Know About Social Security Benefits

Many Americans are forced to file for benefits early for financial reasons, which can cost them dearly in lost income.

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Apr 1, 20193 min read

Don't Outlive Your Income

Making a Realistic budget and withdrawal strategy while boosting your retirement cash flow.

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Feb 18, 20193 min read

The Secret Retirement Strategy

Do Something: Start...

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Feb 7, 20193 min read

Plan Your Retirement Living

Let's start by asking a couple of questons.

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Jan 13, 20193 min read

Five Things to Know About Fallen Trees and Insurance Coverage

Tips for Filing an Insurance Claim for a Fallen Tree

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Nov 28, 20182 min read

Loan Limits for Residential Mortgages to Increase in 2019

The ceiling limit for “high-cost areas”, including King and Pierce counties, will be $726,525. These new limits give borrowers more purchasi

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Nov 13, 20182 min read

Five Steps to Take When Interest Rates are Rising

In September the Federal Reserve raised its benchmark fed funds rate to 2.25 percent, and has indicated it will further increase this...

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Oct 8, 20182 min read

What You Need to Know About Life Insurance Payouts

Understand the fine print. Every insurance policy has fine print. Life insurance policies may have contestability periods that give the insu

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Sep 24, 20182 min read

Is a Cash-out Refinance Right for You?

In a cash-out refinance, you refinance an existing mortgage loan with an even larger loan. You can take the difference between the old and n

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Sep 10, 20182 min read

Who Needs Personal Umbrella Coverage?

Here’s how personal umbrella coverage protects you: Let’s say you're sued for $1 million after an auto accident or an incident on your

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