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