Freestone Insights

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

Estate Planning / Financial PlanningInsights

5 Components of an Estate Plan

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

For AdvisorsInsights

Cultivating Advisor Growth at Freestone

It can feel stifling when you’re expected to develop your own direct business channels with little to no direction from

Freestone News

Freestone Announces Jim Hughes as New Head of Client Advisory and Business Development

We are so excited to welcome Jim Hughes to Freestone. Jim joins us as our Head of Client Advisory and

Financial PlanningWealth Management

Steps to Take as Your Child Heads Off to College

Congratulations, your child is off to college! Give yourself a pat on the back or a high five… you did

Financial Planning / Insights / Retirement Planning / Tax PlanningWealth Management

Pre-Tax and Roth Savings Strategies

When it comes to retirement savings, there’s often a choice between pre-tax and Roth accounts. It’s important to understand the

Insights / Retirement Planning / Wealth Management

What is an After-Tax 401(k)?

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

InsightsInvestment Advisory

Why our Hybrid Investment Approach can Provide Beneficial Outcomes for Clients (and Advisors)

As an advisor, it’s common to encounter clients who seek investment opportunities that fall outside of traditional stocks and bonds.

Insights / Investment Advisory / Wealth Management

Better Advising with a Full Financial Picture

Imagine being a professional golfer and teeing up for a shot using just a whiffle ball: such a waste of

Tax Planning

Understanding the Washington State Capital Gains Tax

Effective January 1, 2022, Washington has implemented a 7% tax on the sale or exchange of capital assets resulting in

Financial Planning / Insurance Planning

Analyzing Your Insurance Needs

While insurance can be an important risk management tool, determining how much and what types of insurance are needed can

Financial Planning / Retirement PlanningTax Planning

Financial Planning with the SECURE Act 2.0

Passed in December 2022, the SECURE Act 2.0 builds upon the SECURE Act of 2019, creating more opportunities for enhanced

Tax Planning

IRS Tax Relief for California Storm Victims

The IRS announced tax relief for California storm victims under the federal emergency declaration. This relief includes additional time to

Charitable Giving / Tax Planning

Six Charitable Giving Strategies and the Associated Tax Advantages

Understanding the tax advantages related to charitable contributions can help you decide how and when to give. While there is

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