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Blog

coins in a cup with growing plant
Isaac Sullivan | Sep 20, 2022

What are the Benefits of Saving Early?

Savings
Finance
For many Americans, the art of saving is something that they have yet to master. This is especially true for those who have just entered the workforce or have
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Biase Affecting Investment | Isaac Sullivan Financial Advisor
Isaac Sullivan | Sep 19, 2022

Is Confirmation Bias Affecting Your Investment Strategy?

Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
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Hand holding a large bundle of balloons
Isaac Sullivan | Sep 18, 2022

What to Do With with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
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Hand holding a page with several charts on it
Isaac Sullivan | Sep 17, 2022

Asset Allocation and Risk Allocation

Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
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A couple working in their kitchen together
Isaac Sullivan | Aug 31, 2022

Family Business vs. Family Boundaries: Drawing the Line

Family
Finance
Mixing family and business can be tough. Is it possible to create healthy boundaries?
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Professional-looking man sitting in an office. There is a laptop and a stack of files in front of him.
Isaac Sullivan | Aug 5, 2022

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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A retiree couple in a meeting with a professional. They are all looking at a laptop screen
Isaac Sullivan | Jul 31, 2022

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
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Focused young woman shopping online on her laptop
Isaac Sullivan | Jul 30, 2022

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
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A teenager holding a yellow and blue longboard talking to her friend
Isaac Sullivan | Jul 15, 2022

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
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Mother and child working on a laptop together
Isaac Sullivan | Jun 30, 2022

Should You Prioritize Retirement Savings over College Savings?

Retirement
College
College and retirement require serious savings. Is it possible to save for both?
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Real Estate Investing | Isaac Sullivan Financial Advisor WA
Isaac Sullivan | Jun 29, 2022

Real Estate Investing for the Beginner

Real Estate
Property
Investments

Television today is bombarded with a variety of real estate programs. House hunting, home renovation, home flipping, these programs have stimulated the interest

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Isaac Sullivan | Jun 28, 2022

Infographic: Real Estate Investing for the Beginner

Real Estate
Property
Investments

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*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal

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Ellensburg WA 98926

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