Posts by Marc Knauss, CFP®

Goals & Planning
Building your financial journey: One step at a time
How do you intentionally start on the path toward big goals like saving for your future? One small step at a time....
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Tax Planning and Strategy
VIDEO: Three Things to Know About the Washington State Long-Term Care Trust Act
If you live or work in Washington State, you should know about a new payroll tax with a one-time potential to opt o...
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Goals & Planning
VIDEO: Understanding ABLE Accounts
For families who have children with disabilities, living richly often means providing them with the resources and s...
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Starting Strong
VIDEO: Understanding Compound Interest (Part 2)
In the second installment of our Starting Strong series, CWM financial advisor Marc Knauss continues sharing his in...
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Starting Strong
VIDEO: Understanding Compound Interest (Part 1)
Marc Knauss is an experienced financial advisor, but wishes he knew more about the benefits of compound interest ea...
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Retirement and Pre-Retirement
SECURE ACT: The pros, pitfalls and possibilities of an imperfect fix to Americans’ poor savings habits
Many folks generally have an idea that the majority of Americans don’t have enough saved for retirement. But the ac...
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Estate Planning and Wealth Transfer
ABLE Accounts: Tax-advantaged Savings Accounts for Individuals with Disabilities
When we think about what living richly means to us, it often conjures images of saving for retirement, financing t...
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Goals & Planning
Stewardship
“You make the right decision for the long run. You manage for the long run, and you continue to move to higher valu...
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Retirement and Pre-Retirement
You're On Your Own
Here’s a thought to keep you up at night: you probably have to save more than you think.
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Estate Planning and Wealth Transfer
A Wealth of Legacy
Intrinsic in all people around the world is a desire to provide a better life for the ones we love, and to build ot...
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