Insights

The “One Big Beautiful Bill” and Your Financial Plan I recently took my family to Washington, D.C. and

Long-term care planning is one of the most overlooked – but critical – pieces of a sound estate plan. If you live in Chewelah, Deer Park, or Spokane, WA, understanding how long-term care insurance (LTCi) fits into your estate strategy can help you protect your family, your finances, and your legacy.

How We Make Portfolio Changes (Without Losing Sleep) Spring 2025 Portfolio Review Update Every quarter, we step back,

Celebrating One Year of Helping Clients Live Abundantly Deep Creek Financial Planning is proud to celebrate its one-year

Retirement is the perfect time to explore new hobbies, stay active, and enjoy life to the fullest. And if you haven't tried pickleball yet, you're missing out on more than just a good time. This wildly popular sport isn't just about fun—it might also be the secret weapon to keeping your retirement finances in top shape. Here’s how.

So, you've decided to become a client—congrats! You’ve officially entered the “Why didn’t I do this sooner?” phase of financial planning. But what actually happens next? Here’s a peek behind the curtain.

BEHIND THE SCENES: Your Meetings Ever wondered what happens before, during, and after a financial planning meeting? A

January is NOT the time to make a big change in your life. Not in Spokane, Deer Park,

February’s Insights: Taxes Here’s a quick guide to make sure nothing gets forgotten this year. In the last year, have