It can feel stifling when you’re expected to develop your own direct business channels with little to no direction from
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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
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
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When Are Roth Conversions Appropriate?
While there are regulatory requirements that dictate contribution eligibility for both Traditional and Roth IRAs, Roth Conversions are available to anyone who owns assets in a Traditional IRA. -
Distributing Company Stock from a 401(k) & the impact of Net Unrealized Appreciation
In this article, we explore the Net Unrealized Appreciation tax strategy to help mitigate the potential tax impact of employer stock when it is distributed from a retirement plan. -
Protecting Your Business from the Unexpected
Many business owners are so invested in the business that they do not think about a succession plan until they approach retirement. Succession planning is not just for retirement, however. What would happen to your business if you were suddenly to pass away or become disabled? -
The Basics of Social Security
One of the most common questions we hear from clients nearing retirement is, “When should I file for Social Security?” While there is no ‘one size fits all’ answer to this, understanding the basics can help you make an informed decision.
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A Guide to Tax and Estate Reform: What to Know and How to Prepare
Recently proposed federal legislation including President Biden’s American Families Plan and Senator Bernie Sanders’ For the 99.5% Act has prompted
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Concentrated Stock: Understanding the Associated Risks
Previously recorded on November 2, 2021, our recent webinar, we address the question, “why is selling so difficult?”. In short,
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Financial Foundations for Young Adults Session 1: Understanding Your Financial Foundation
High-level money management topics to help young adults learn the skills needed to understand good financial habits and basic investment
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Financial Foundations for Young Adults Session 2: Growing Your Financial Future
In this two-part webinar series, we’ll address high-level money management topics to help young adults understand the skills needed to
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Introduction to Estate Planning
What to consider now and in the future Build on your fundamental knowledge of Estate Planning and feel better prepared
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