Freestone Insights

Empowering our clients with insights and resources from our team of advisors, partners, and thought leaders.

Financial Planning / Retirement Planning / Tax Planning

SECURE Act and Inherited IRAs – The Clarity You’ve Been Looking For

In 2019, the ‘Setting Every Community Up for Retirement Enhancement’ (SECURE) Act had an enormous impact on how inherited IRAs

Financial Planning

What All Families Should Know About the FAFSA

What Is It? The FAFSA stands for Free Application for Federal Student Aid. It is a form used to apply

Financial Planning

Steps to Take As Your Child Heads off to College

College is more than a place of formal education. It is also a time for young adults to become financially

Financial Planning / Tax Planning

Why Tax-Loss Harvest Your Portfolio?

Market volatility offers an opportunity to discuss a planning technique known as “tax-loss harvesting” which can be used to reduce

Investment Advisory

Manage Your Risk. Invest Alternatively

Introduction These days, it feels like risk is everywhere. High gas prices, supply chain woes, rising interest rates, geopolitical tension

Estate Planning

Medicare Basics: What You Need to Know

The one universally known thing about Medicare is that it’s complicated.  Part A, Part B, Medicare Advantage (Part C), Part

Common Client Questions / Financial PlanningWealth Management

Investment Truths in an Uncertain World

There is always a feeling of unease when the markets become volatile. Volatility can be created by any market event

Common Client Questions / Generational Wealth

How to Talk to Your Kids about Money

Families with significant assets have concerns about passing them along to the next generation. Will the next generation be responsible,

Insurance Planning

Washington Cares Fund

The Washington Cares Fund (previously known as the “Washington Long-Term Care Trust Fund Act”) imposes a payroll tax of $0.58

Common Client Questions / Financial Planning / Investment Advisory

How Inflation Affects Your Financial Plan

Content updated as of May 12, 2022 Concerned about how inflation affects your finances? Look to historical data to quell

Business Succession Planning / Estate Planning / Financial Planning / Retirement Planning

Family Limited Liability Companies:  A valuable tool for generational wealth transfer and asset protection

Our role as client advisors is to simplify our clients lives by providing thoughtful and quantifiable solutions to issues/obstacles faced

Freestone News

Barron’s Recognizes Freestone Advisor as Top Advisor in Washington State

Congratulations to Erik Morgan, Kim Hansen and their team for their recent recognition as the #1 Advisor in Washington state.

Financial Planning / Tax Planning

Washington Capital Gains Tax Summary

As of January 1, 2022, Washington has implemented a 7% tax on the sale or exchange of long-term capital assets.

Freestone News

Closing the Gap: Women in Wealth Management

In honor of International Women’s Day and Women’s History Month, we are celebrating the women at Freestone! We asked a

Financial Planning / Tax Planning

When Are Roth Conversions Appropriate?

The final quarter of the year is a great time to consider year-end planning. One of the primary planning items