Cascade Guided Wealth

09/03/2026

Linked below is our September newsletter discussing monitoring your credit and protecting your financial life from fraud. September 2026 Monthly Money Guide

08/05/2026

We hope you are having a wonderful summer. Our hearts go out to the Spokane community and all those impacted by the devastating fires. This month’s newsletter focuses on emergency preparedness and practical steps you can take to help...

07/07/2026

The continued Microsoft and Xbox layoffs have impacted many talented professionals and their families. If you or someone in your network has been affected, know that the days immediately following a job loss can feel overwhelming.

We've put together this Job Loss Checklist to help prioritize the financial, career, and personal steps that can make this transition a little more manageable.

Some of the most important first steps include:
• Understanding your severance package
• Applying for unemployment benefits
• Reviewing health insurance coverage
• Reassessing your budget and emergency fund
• Updating your resume and reaching out to your network
• Taking care of your mental well-being throughout the process

While no checklist can remove the uncertainty, having a plan can help you regain a sense of control and focus on what's next.

If you're navigating this transition and have questions about severance, 401(k) options, stock compensation, or other financial decisions, I'm always happy to be a resource, even if it's just to point you in the right direction.

To everyone affected: I wish you the very best in finding your next opportunity.

07/02/2026

Linked below is our July newsletter discussing the newly launcing 530A Trump Accounts. We hope you are having a wonderful summer! July 2026 Monthly Money Guide

Whoops... Sorry, for some reason the page you are looking for does not exist. We may have changed the address of the page or the page may no longer be in use.

06/24/2026

I'm honored to be recognized as one of this year's top female advisors amongst many other talented and accomplished peers.

While individual awards are flattering, this recognition is really a reflection of the trust our clients place in our team every day and the strength of that aforementioned team beside me. I couldn't do it without them.

Thank you to everyone who has allowed me to be part of your financial journey. Helping clients navigate life's opportunities, challenges, and milestones is a responsibility I never take for granted and one I find deeply rewarding.

06/04/2026

Linked below is our June newsletter discussing COBRA coverage. June 2026 Monthly Money Guide

05/12/2026

The details of Microsoft's Voluntary Retirement Program (VRP) are here and it is worth understanding how this package compares to historical severence packages.

The VRP is being offered to U.S. employees at senior director level and below whose age + years of service equal 70 or above. Roughly 7% of the U.S. workforce is reportedly eligible.

With the details below in mind, here are the factors I would consider over the next month:

• What does your RSU vest schedule look like?

• Are you eligible for 55 and 15 rules?

• What does ongoing COBRA cost at current rates?

• Do I have enough across my retirement savings to support my income?

Key timeline (2026 VRP):
• June 8 — deadline to elect
• June 22 — deadline to sign the separation agreement
• June 29 — deadline to rescind
• July 2 — separation date

Whether it's the right call to take VRP is an entirely individual decision and based on your existing timeline and finances. Reach out if you would like our help in modeling these choices.

05/10/2026

Grateful for all the moms out there making the world turn through all of their seen and unseen labor. I’m also incredibly grateful for the privilege of being called “mom” by these littles.

Happy Mother’s Day to all the incredible moms — and to those who are part of the village of support behind them. 💐

05/05/2026

We hope you are enjoying the sunshine. Linked below is our May Newsletter discussing Umbrella Insurance and upcoming IPOs. May 2026 Monthly Money Guide

04/30/2026

If you're one of the roughly 8,500+ Microsoft employees whose age and years of service add up to 70 or more, you're about to face one of the biggest financial decisions of your career.

Details land on May 7, and then the clock will start ticking. Voluntary buyouts often precede involuntary ones. That's not a reason to panic; it is a reason to plan.

There are a lot of factors to consider in a retirement and buyout scenario which we have highlighted here. However, each situation is unique and you should sit down with a professional and to review the options with clarity.

You've spent years building this. Take a few hours to make sure you exit (or stay) on the right terms.

Reach out directly if you would like to schedule a planning meeting with our team.