Jodie opened the Fairhaven office in Bellingham 1 year ago to be closer to home & make it easier to walk the trails during breaks. She started her own practice with Waddell & Reed in 2005. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, you may see some other surprise. Glad to have you reading along.
Regardless of size, small businesses have many options for employee retirement plans they can offer as part of their overall benefit package. A few weeks back, a friend reached out about a company plan for his growing Whatcom County...Read More
The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time would be an understatement. However, difficult times may open doors to new possibilities. Businesses are changing...Read More
My father-in-law sent me an interesting article this week that I thought I should share with you all. An interesting add-on to the recently passed $2 trillion dollar stimulus plan (CARES Act) includes a temporary waiver of required...Read More