If your home or auto insurance premiums have jumped recently, you’re not imagining it—rising insurance rates are affecting families across Washington and beyond.
Because changes like this impact your overall financial picture, we’ve partnered with insurance expert Christopher Togawa, owner of Christopher Togawa Insurance Agency, to help explain what’s driving these increases and how to respond wisely. Our goal
Banking & Finance
Positioning Power: Establish Yourself as the Go-To Expert in Your Industry
By Marcia Riner
Establish yourself as the go-to expert with strategic PR, speaking, and thought leadership that drives authority and inbound leads
Municipal Transfer Inspection Requirements: The Good, The Bad, And The Ugly
In the Chicago SMSA, many, if not most municipalities, impose certain requirements on the parties to a purchase and sale, as well as a condition to recording the deed.
Tariffs, Turbulence, and Protecting Your Portfolio with Senior Portfolio Manager Russ Martin
By Grant Monson
With new tariffs in place and market volatility on the rise, many people are asking: What does this mean for my portfolio and long-term plan?
In this timely conversation, Josh Whelan sat down with Russ Martin, Senior Portfolio Manager at City National Rochdale, to break down what’s driving today’s uncertainty — and how investors should respond. We cover:
- What tariffs are
…
Cash Flow Mastery: Smart Moves to Accelerate Collections, Secure Funding & Forecast Shortages
By Marcia Riner
Master your cash flow with faster collections, smart funding strategies, and financial modeling to fuel business growth in 2025
Tax-Efficient College Savings Options for Families | EP 5
By Jack Wang
Do your college funding goals entail covering private tuition or a portion of in-state tuition? The answer could be the key to your “best” saving strategy.
“You can save using almost anything. There is the easy option and then there is the right or best option for your family.” – Jack Wang (00:19:53)
There are various opportunities for tax-sheltered college…
What is a Cash Flow Statement? </span#x3E;
By Natalie Cook
Understanding the Cash Flow Statement: Your Business’s LifelineA Cash Flow Statement tracks how money moves in and out of your business. Unlike a Profit & Loss Statement, which shows profitability, the Cash Flow Statement tells you if you actually have cash available to run operations, pay expenses, and invest in growth.What trips business owners up the most is when you’re…
What is a Balance Sheet?
By Natalie Cook
What is a Balance Sheet?A Balance Sheet is one of the most important financial statements for any business. It provides a real-time snapshot of what your business owns (assets), owes (liabilities), and the value left for owners (equity). I like to think of it as my businesses’ net worth calculator.How to Read a Balance SheetA Balance Sheet is divided into three…
What is a Profit and Loss Statement?
By Natalie Cook
Breaking Down the Profit & Loss Statement (P&L) If you’re a business owner, understanding your Profit & Loss Statement (also called the Income Statement) is crucial for financial success. This document tells you if your business is making or losing money over a specific period—monthly, quarterly, or annually. Let’s break it down in simple terms.How to Read a Profit &…
17_From Creating Wealth to Managing Wealth
What is the best way to measure the value of advice given from one person to another?If the advice is objectively a great solution for that person’s financial situation but that person is unwilling or unable to abide by it, then it has no subjective value to them in that moment.All that we can hope for then is that it…