Posts by Ann Freeman
Can Life Insurance Lower Your Tax Bill?
In the realm of financial planning, life insurance can stand out not only as a shield against unforeseen circumstances but also as a strategic tool for minimizing taxes. While the…
Read MoreUnderstanding Unclaimed Property in Washington State
As a small business owner in Washington State, you might be surprised to learn about unclaimed property and your related responsibilities. You may have received notices from the State of…
Read MoreSaving or Investing: How to Grow Your Money Wisely
Authored by: Adelae Winters, Financial Advisor In recent years, as we have experienced a rapidly changing interest rate environment, our general feeling toward cash on hand has adjusted. For the…
Read MoreStart Planning Now for Expiring Tax Provision
Authored by: Kyle Meissner, CPA, Financial Advisor & Member The Tax Cuts and Jobs Act (TCJA) of 2017 brought changes to the U.S. tax code, affecting both individuals and businesses.…
Read MoreHow to Have Conversations with Your Adult Kids About Money
Authored by: Jason Underwood, CFP®, Financial Advisor As parents, we often strive to protect and provide for our children throughout their lives. One crucial aspect of that care is discussing…
Read More1099-K Changes Are Here: What You Need to Know
Authored by: Charlie Miracle, CPA, Financial Advisor, Member, Director of CAS If you’ve ever sold goods or services online or through payment apps, you might be familiar with Form 1099-K.…
Read MoreUnlocking Retirement Security: Understanding Secure Act 2.0 Changes
Jennifer Babcock, CPA & Manager Retirement planning can often feel like navigating a labyrinth, with rules and regulations changing frequently. In late 2022, the U.S. government made significant updates to…
Read MoreHow to Build Your Wealth Based on Your Values
Bradi Dahmen – Director of Wealth Management When people think of financial advisors, they might assume advisors only focus on wealth. But before helping our clients set financial goals, it’s…
Read MoreKey Retirement Updates for 2024
Authored by: Adelae Winters, Financial Advisor As we approach Q2 of 2024, it’s essential to stay up to date on changes that could impact your financial plan. If you’re eyeing…
Read MoreNavigating the Taxation of Digital Assets
Authored by: Nathan Cacka, CPA, Financial Advisor & Manager With Tax Day 2024 quickly approaching in a few weeks, you may have to report transactions with digital assets such as…
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