Stanford & Associates - Financial & Insurance Services

One of my favorites! Mar was always a grinder on and off the court and is already taking his work ethic to the realworld . before starting college this fall! Teaching kids financial fundamentals early is key. Start with concepts like providing value, saving, spending wisely, and budgeting with real-life examples. Encourage saving for goals, and explain the value of delayed gratification. Start early to build life long financial habits!

My all time favorite after the GOAT MJ23… NBA great, and local product, Jamal Crawford talked to our youth campers about respect, kindness and having joy for the game last month. My dad, brother and I followed him in high school, so it was extra special that my nephew got to listen to his words of wisdom. So generous with his time and an amazing example for the kids!

When it comes to retirement savings, there's a lot to consider when preparing for the future—including managing costs for extended periods of care. Read this article to learn more about how to ensure you're prepared.

Retirement Planning Checklist | Bankrate Retirement planning requires thinking ahead and being flexible. Check these five items off your savings to-do list to get started.

Homeowners cannot avoid property taxes, but there are strategies to potentially decrease your bill.

How to Reduce Your Property Tax

The importance of having these conversations can't be understated!

Estate planning isn't just for the wealthy — here's why everyone should do it Estate planning can protect your legacy and make an emotional time easier for your loved ones.

Concerns about the future of Social Security have long been a major political issue in the United States, but a generational divide is now emerging that could impact the future of one of the country's most popular government programs.

Will the money run out? Young Americans and boomers butt heads over future reforms to Social Security Experts worry millions could “plunge into poverty.”

Great piece by King-5 TV highlighting the power of sport and community. The guy organizing happens to be my neighbor and friend, and would never post, so I'll post for him 😁 Also, I spy a guy in stripes who might be the principal! Congrats to all!

Slam dunk for inclusion: Sammamish high schools face off at annual Unified basketball game The game gives students with special needs to chance to shine and be cheered on by their classmates.

It is said that successful Americans change jobs every 3-5 years. During my time with the City of Issaquah Parks & Community Services I got paid to put on basketball camps and hang out with Husky Legends like this guy! While I love the practice I have created, this was one of the best gigs a sports obsessed guy could have.

Starting a new job, taking an extended period off or creating a business is a big decision that will impact multiple areas of your life. More specifically, your benefits. What will happen to your life, disability and health insurance? Your pensions, IRA’s or 401k’s? You have options and should understand all of them before making a decision.

Talking to a professional can alleviate administrative headaches, prevent unforeseen pitfalls and give you confidence in your strategy moving forward!

"Family Movie Night" at the Mercer Island Community & Event Center was a success! Despite the beautiful spring weather, it was a great turnout. Thank you to Mercer Island Parks & Recreation for the opportunity to be part of the event!

This is my dad, Rick, in his 30’s. You guessed it, the handsome little fella he’s holding is me. In his early 50’s he was backed over by a dump truck in a horrific worksite accident. He never fully went back to work. Though he eventually reached a settlement with the state and finally received social security benefits, there was a lot of uncertainty surrounding his income for an extended period of time. Given he was the sole income earner, and our mother was legally disabled, it was a scary time to say the least.

Each May, LIMRA supports Disability Insurance Awareness Month, an annual campaign to bring awareness about the importance of disability insurance to protect one's income. While work/ group benefits are helpful, many don’t realize the gap that is left after the taxable, 60% of your income is paid out. The ability to earn an income is your greatest asset and should be protected.

There are a lot of misconceptions about Estate Planning. This article does a nice job of explaining it's importance at any level.

Estate planning isn't just for the wealthy — here's why everyone should do it Estate planning can protect your legacy and make an emotional time easier for your loved ones.

Grandparents: Want to leave a legacy for the ones you love? Learn the differences between a will, trust, and estate, and together we can make sure the legacy you leave lives on for generations.

Estates, Wills, and Trusts | New York Life Avoid complications by planning out your estate today. Learn the difference between a will and living trust in an estate plan.

A great first week of T-ball for the “Orange Dragons”!

Spending the day at work with your child is a great way to start educating them about the value of financial independence, budgeting, and saving. Here are some tips to help you get started. If you have any financial questions yourself, I'm here to help!
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The Importance of Buy-Sell Agreements
A buy-sell agreement is a powerful planning tool that can ensure a smooth transition of your business and help secure your family's finances after you're no longer around. A buy-sell also can outline the terms of succession among the remaining business partners, so that everything is settled in advance. Learn more in this article from Rimon, PC estate planning attorney Patricia Annino and then let’s make sure you are set up to protect both your business and your family’s future. https://bit.ly/440zJal

Creating a budget is the first step toward financial success. With these five easy steps, you can take control of your personal finances, work to achieve your goals, and gain the confidence to build a better future.
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Family: our rock, our joy, our tribe. They're there for the laughs, the tears, and everything in between. our safe space, our biggest fans, and our partners in crime. Family keeps us grounded and reminds us what truly matters.

Is your retirement protected from the new tax laws? This insightful, on-demand seminar shows you strategies to help protect your retirement funds. View on-demand any time before 5/13/2024: https://bit.ly/3J5jKy9

From diversifying your investments to knowing when to claim Social Security, retirement planning is no easy task. With some preparation and a little help, however, you can have peace of mind knowing you're on the right track. Reach out, and I'll help you every step of the way.

Retirement Planning Considerations | New York Life When financially preparing for retirement, remember to consider five things about income sources and preparation.

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And, the 2023-24 season is a wrap! Last night we hosted our end of the season banquet for our program. Thank you to all the players and families who attended. It was a great night celebrating the accomplishments of all our student-athletes. See you all next season!

Go CATS! 🐾 🏀

STATE CHAMPS 2024!

During the pandemic, a lot of Americans had to stay home--and many discovered that they preferred staying in to going out.

The Introverts Have Taken Over The U.S. Economy

What would happen if you couldn’t work due to a sickness or injury? How would you continue to pay for your every day expenses? Get disability insurance to help protect your income!

“The only path to failure in life is quitting” - Unknown. Life is full of tough breaks; we’ve all had our share. Really proud of how this guy handled adversity this year. His season was cut short after our first game due to injury. DEVESTATED as basketball is his passion. He was given a rehab plan and followed it diligently: Every. Single. Day. No surprise, as he is one of the hardest working and positive kids I've seen. From statistician to assistant coach, he brought value every day to practice and never hesitated to tell me what I wasn’t seeing on the bench. Never give up!

Many people worry about the possibility of passing their debts to their children, particularly when managing substantial debts like a $300,000 mortgage against $100,000 in savings and no life insurance.

I Have A $300,000 Mortgage, $100,000 In My Savings And No Life Insurance. Will My Children Be Responsible For My Debt? Many people worry about the possibility of passing their debts to their children, particularly when managing substantial debts like a $300,000 mortgage against $100,000 in savings and no life insurance. Understanding debt inheritance and effective financial planning is crucial to preventing this sce...

Gratitude post! So thankful to be part of this community and for the PEOPLE who make it special. Our MSHS Athletic Trainer, Ellie, is the BEST! Countless hours with our athletes and never too busy to make a kid feel like he’s Steph Curry. My goal in life was to find a career that didn’t feel like work, allowed me to spend more time with my family and make an impact the best way I know how. Joyful moments like this have me pinching myself!

A great way to end the weekend and start my week! This little firecracker gave us a run for our money. From the standoff Sunday morning with her momma in church to the negotiation of her punishment in this photo, she was fierce from start to finish!