When thinking about Estate Planning, the first thing that comes to mind for most people is a Will. While this

Empowering our clients with insights and resources from our team of advisors, partners, and thought leaders.
When thinking about Estate Planning, the first thing that comes to mind for most people is a Will. While this
It can feel stifling when you’re expected to develop your own direct business channels with little to no direction from
We are so excited to welcome Jim Hughes to Freestone. Jim joins us as our Head of Client Advisory and
Congratulations, your child is off to college! Give yourself a pat on the back or a high five… you did
When it comes to retirement savings, there’s often a choice between pre-tax and Roth accounts. It’s important to understand the
An after-tax 401(k) is an employer-sponsored 401(k) that allows for additional savings above the traditional and Roth 401(k) limits, using
As an advisor, it’s common to encounter clients who seek investment opportunities that fall outside of traditional stocks and bonds.
Imagine being a professional golfer and teeing up for a shot using just a whiffle ball: such a waste of
Effective January 1, 2022, Washington has implemented a 7% tax on the sale or exchange of capital assets resulting in
While insurance can be an important risk management tool, determining how much and what types of insurance are needed can
Passed in December 2022, the SECURE Act 2.0 builds upon the SECURE Act of 2019, creating more opportunities for enhanced
The IRS announced tax relief for California storm victims under the federal emergency declaration. This relief includes additional time to
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
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