Freestone Insights

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

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

Four 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

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