News Release: 2/20/2025
Seeking AAPI BIPOC LGBTQ participants for Financial Resource Cohort Funded by Washington Department of Commerce and in partnership with CJK Community Homes of Tacoma to provide financial literacy and resource cohort for aspiring to seasoned entrepreneurs. The 8 week course begins March 8th and we have a few seats left to welcome more to the group. The link attached here is a 2 minute survey to align the course content and resources to address your financial needs. Apply to join the cohort please click
Trusts and Homeowner's Insurance
*This post is for informational purposes only and is not to be constued as legal advice. Please consult your estate planning attorney for advice tailored to your specific circumstances and your insurance policy* With the rise of natural disasters, it may be important to talk to your homeowner's insurance after setting up a revocable living trust. Why could this be important? 1. Coverage for the Trust-Owned Property When you transfer your home into a revocable trust, the trust technically becomes the
Beginner’s Guide to Real Estate Investing – Start Today!
Subject: Beginner’s Guide to Real Estate Investing – Start Today! Thinking about investing in real estate but not sure where to start? Here’s what you need to know:Learn the best investment strategies (rental properties, fix-and-flip, buy-and-hold)Find the right property by researching neighborhoods and evaluating ROIUnderstand financing options to fund your investmentAvoid common mistakes that cost new investors time and money Real estate is one of the most reliable ways to build wealth—but only if
Avoid Costly Property Management Mistakes
Managing rental properties can be rewarding, but even small mistakes can lead to big headaches. From skipping tenant screening to neglecting maintenance, these missteps can cost you time, money, and good tenants. Here’s how to avoid common pitfalls:Screen tenants thoroughly to prevent late payments and property damage.Respond to maintenance requests promptly to avoid costly repairs.Set clear lease terms to eliminate misunderstandings.Price rent competitively to minimize vacancies and maximize
The Benefits of an Independent Insurance Broker
I wanted to take a moment to share why working with an insurance broker can be a more beneficial option compared to purchasing insurance directly from an insurer. Why call us first:Expert Advice: Brokers are insurance experts who can provide guidance on the best course of action for your specific situation. They can offer insights into coverage options, policy details, and potential implications of filing a claim without being recorded.Coverage Review: Before contacting your insurance carrier, your broker
