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As many consider where to give their time, we wanted to provide a list of local organizations in Olympia, WA that provide great volunteer opportunities.

As the end of the year quickly approaches, it’s a great time to plan for the year ahead. Reviewing items now can pay dividends in the year to come. We’ve put together a list of items to help save time, energy and money in the future. We’ve included a simple checklist to print and use for tracking.

Equifax headlined news recently in what may have been the largest data breach in history. As one of the three major credit reporting agencies, Equifax maintains personal information on everyone who has a credit report. Because the breach exposed 143 million Americans’, there is a strong possibility your information was compromised.

The non-profit group, Truth in Accounting (www.truthinaccounting.org), recently released their comprehensive review of the financial reports of all 50 states for 2014 (“Financial State of the States”). According to the organization, states have made little progress in reducing the almost $1.3 trillion in unfunded liabilities that exist on their books. Some states are in great shape. However, many face a difficult, uphill battle to reclaim financial health.

Do you really know how much you paid last year in investment fees? We all know it’s not free, even if you manage your own accounts.

The topic of investment costs is one that comes up in my office frequently. Calculating investment fees properly is critical to evaluating any investment management approach. Investment costs directly impact the success of your investment strategy.