Articles

CWM News
Living Richly for 20 Years and Counting
The CWM team is proud to share that we recently celebrated an exciting achievement: our 20th anniversary.
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Tax Planning and Strategy
Puget Sound Business Journal: Your Only Chance to opt Out of Washington's New Long-Term Care Tax is Fast Approaching
At CWM we have been diligently communicating to our clients the parameters and ramifications of Washington State's...
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Goals & Planning
Understanding Strategies for Long-Term Care Planning Under Washington State's New Payroll Tax
In June 2021, Washington state proposed a new payroll tax in the form of the Long-Term Care Act.
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CWM News
425 Business: Taking a Seat at the Table
CWM President Shilo Lockett recently spoke with 425 Business about the historic and systemic reasons women have bee...
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CWM News
CWM Client Spotlight: Teresa DesJardien
Our clients inspire us every day by sharing their motivations to live richly, and no two clients are the same. For...
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Goals & Planning
Highlights from the Washington State Long-Term Care Services and Support Act
Beginning January 1, 2025, the new Washington State Long-Term Care Services and Support Act (HB 1087) will go into...
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Goals & Planning
Making Cents of Compensation
Not all job offers are created equal - and evaluating compensation packages can be like comparing apples to oranges...
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Lifestyle
Shelf Indulgence: The Invisible Life of Addie LaRue
If you had one wish, what would you wish? Would you wish to be the richest person in the world? Discover the cure f...
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CWM News
Wishing Sue Thorning a Happy Retirement
With a few tears, a lot of laughter, and some virtual hugs we celebrated Sue's retirement.
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CWM News
Linda's PAWS Adoption Suite Campaign Update
We'd like to share an important update on PAWS' plans for it's expanded wildlife rehabilitation and pet adoption fa...
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