Understanding the tax advantages related to charitable contributions can help you decide how and when to give. While there is
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Empowering our clients with insights and resources from our team of advisors, partners, and thought leaders.
Understanding the tax advantages related to charitable contributions can help you decide how and when to give. While there is
In 2019, the ‘Setting Every Community Up for Retirement Enhancement’ (SECURE) Act had an enormous impact on how inherited IRAs
What Is It? The FAFSA stands for Free Application for Federal Student Aid. It is a form used to apply
College is more than a place of formal education. It is also a time for young adults to become financially
Market volatility offers an opportunity to discuss a planning technique known as “tax-loss harvesting” which can be used to reduce
Introduction These days, it feels like risk is everywhere. High gas prices, supply chain woes, rising interest rates, geopolitical tension
The one universally known thing about Medicare is that it’s complicated. Part A, Part B, Medicare Advantage (Part C), Part
There is always a feeling of unease when the markets become volatile. Volatility can be created by any market event
Families with significant assets have concerns about passing them along to the next generation. Will the next generation be responsible,
The Washington Cares Fund (previously known as the “Washington Long-Term Care Trust Fund Act”) imposes a payroll tax of $0.58
Content updated as of May 12, 2022 Concerned about how inflation affects your finances? Look to historical data to quell
Our role as client advisors is to simplify our clients lives by providing thoughtful and quantifiable solutions to issues/obstacles faced
Congratulations to Erik Morgan, Kim Hansen and their team for their recent recognition as the #1 Advisor in Washington state.
As of January 1, 2022, Washington has implemented a 7% tax on the sale or exchange of long-term capital assets.
In honor of International Women’s Day and Women’s History Month, we are celebrating the women at Freestone! We asked a
Recently proposed federal legislation including President Biden’s American Families Plan and Senator Bernie Sanders’ For the 99.5% Act has prompted
Previously recorded on November 2, 2021, our recent webinar, we address the question, “why is selling so difficult?”. In short,
High-level money management topics to help young adults learn the skills needed to understand good financial habits and basic investment
In this two-part webinar series, we’ll address high-level money management topics to help young adults understand the skills needed to
What to consider now and in the future Build on your fundamental knowledge of Estate Planning and feel better prepared