Series I bonds are a popular investment right now. It’s no wonder. They are meant to match the rate of inflation, with nearly no risk of loss if held for one year or more. They are currently paying a +9.62% yield. Compared to the losses......
We love to work with people who care about their values, their people, and their money. People who care to align their finances with their values. We specialize in working with those from the helping professions such as therapists, firefighters, teachers, and medical professionals.
John and Liz are the lead planners at Trail Financial Planning (Trail FP). They are both fiduciaries to their clients. John works mostly with couples and families. Liz mostly works with women.
Trail FP is a fee-only financial planning and investment advisory firm located in Bellingham, WA. Trail FP is independently owned and operated.