Episode 12: Jenefeness Tucker, Washington Small Business Development Center
Jenefeness Tucker is a business advisor at the Washington Small Business Development Center. She has been coaching, educating, and training entrepreneurs for more than 18 years. She teaches [...]
Should You Refinance Your Home?
Does it sometimes seem that everywhere you look, friends or family members are talking about buying a new house or refinancing their existing mortgages? Perhaps you are considering whether or not [...]
What Does a Wealth Manager Do?
As you consider your financial situation and evaluate whether or not a wealth manager may be right for your circumstances, you might be asking: What, exactly, does a wealth manager do? It’s a [...]
What Is Wealth Management?
Wealth management is a consulting service that seeks to improve an individual’s financial state. That’s the high-level definition, at least. As the owner of a boutique wealth management firm here [...]
How to Choose a Wealth Management Advisor
Finding the right wealth management advisor can be an important step in reaching your financial goals. At Sapling Wealth Management, I’ve served as a wealth management advisor in Seattle for a [...]
How to Get Started with a Seattle Financial Advisor
How should you get started with a financial advisor? If you’re considering working with a financial advisor, you may be wondering this – and it’s a good question. Asking and answering it will [...]
How to Find a Financial Advisor
If you have financial goals and are considering working with a financial advisor to reach them, then finding the right advisor is hugely important. At Sapling Wealth Management, I’ve served as a [...]
Is Working with a Financial Advisor Worth It?
If you’re considering working with a Seattle financial advisor, this is the million (or more) dollar question: is good investment advice worth the cost? Well, it depends on the definition of your [...]
7 Questions to Ask a Financial Advisor
If you’re looking for a Seattle financial advisor, it’s important to find a provider who will be a good fit for your portfolio, goals, and needs. Toward that end, here are seven questions that [...]