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Four priceless money lessons for kids
Financial literacy is a gift that lasts a lifetime.
Family & Lifestyle
Infographic: Money and marriage
Review these nine steps to help you build a confident and joyful financial life as you embark on this new chapter.
Family & Lifestyle
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Foster financial literacy and family values
The two go hand in hand when preparing your heirs.
Family & Lifestyle
How investments are taxed
You’ve built a nest egg, watched your investments grow, and now y...
Family & Lifestyle
Understanding IRAs: traditional and Roth
An individual retirement arrangement – known commonly by its ini...
Markets & Investing
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Three ways to fund a Roth IRA
A robust retirement plan features multiple saving tactics that se...
Markets & Investing
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401(k) plans: the basics
If your retirement is well down the road, you may be tempted to p...
Markets & Investing
Read
401(k) plans: the basics
If your retirement is well down the road, you may be tempted to p...
Markets & Investing
Securities-based lending helps ease financing luxuries
When buying luxuries, your portfolio can be powerful collateral.
Family & Lifestyle
Can homeschooling and a full-time job co-exist?
Juggling schoolbooks and paychecks isn’t for the faint of heart, but can be a rewarding endeavor with the right expectations and support.
Family & Lifestyle
529s are more than a college savings tool
These versatile savings accounts are a powerful estate planning vehicle.
Estate & Giving

The future at your fingertips

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  • Kathren Wills
  • Email: kathy_wills@addisonavenue.com
  • T: 425.881.4138
  • Map & Directions
  • Map & Directions
  • 15255 NE 40th St Redmond, WA 98052-5310

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