Charles Petitjean 7/30/26 Charles Petitjean 7/30/26

Most Retirement Plans Have the Same Three Problems

A lot of retirement plans look great on paper, but they tend to overlook the same three critical areas that can have a lasting impact on retirement.

Charles Petitjean 6/12/26 Charles Petitjean 6/12/26

You're Headed for a Big Tax Year. Now What?

You're having a big tax year. Before you accept the bill, here are three strategies that can reduce what you owe- if you act before December 31st.

Charles Petitjean 4/25/26 Charles Petitjean 4/25/26

Is Washington State Actually Tax-Friendly for Retirees?

Washington has no income tax, but sales tax, property tax, and a punishing estate tax tell a more complicated story. Here's the full picture for WA retirees!

Charles Petitjean 1/18/26 Charles Petitjean 1/18/26

The Tax Questions Worth Asking Your CPA

Tax year 2025 is a reminder that filing a return isn’t the same as having a tax strategy. This article outlines the key planning questions worth asking, not just about last year’s taxes, but about flexibility, future income, and how today’s decisions shape long-term outcomes.

Charles Petitjean 10/19/25 Charles Petitjean 10/19/25

The 10-Year Window That Can Make or Break Your Retirement

The decade surrounding retirement, five years before and five after, can make or break your long-term success.

In this article, Charles Petitjean, CFP®, explains why this 10-year window is the most critical for retirees, and how smart tax moves, spending strategies, and investment positioning can secure a lifetime of financial confidence.