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

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

Market volatility offers an opportunity to discuss a planning technique known as “tax-loss harvesting” which can be used to reduce

Introduction These days, it feels like risk is everywhere. High gas prices, supply chain woes, rising interest rates, geopolitical tension

There is always a feeling of unease when the markets become volatile. Volatility can be created by any market event

Families with significant assets have concerns about passing them along to the next generation. Will the next generation be responsible,

The Washington Cares Fund (previously known as the “Washington Long-Term Care Trust Fund Act”) imposes a payroll tax of $0.58

Content updated as of May 12, 2022 Concerned about how inflation affects your finances? Look to historical data to quell

Our role as client advisors is to simplify our clients lives by providing thoughtful and quantifiable solutions to issues/obstacles faced

Congratulations to Erik Morgan, Kim Hansen and their team for their recent recognition as the #1 Advisor in Washington state.

In honor of International Women’s Day and Women’s History Month, we are celebrating the women at Freestone! We asked a

The final quarter of the year is a great time to consider year-end planning. One of the primary planning items

The tech industry is commonly known for their generous compensation plans, primarily in the form of company equity. Depending on the success of the company, this incentive structure can lead to lasting wealth.

If you work or have worked at a tech company, you’ve likely accrued equity as part of your compensation. Your stock benefits are a powerful tool for building wealth, and can potentially end up making you more money in the long run than your lifetime salary.

When you hold one stock that represents a large percentage of your net worth, it is known as a concentrated stock position. This generally occurs when you are invested in a company that experiences tremendous success, or work for a company that issues shares of its stock as part of its compensation plan.

Erik Morgan, Kim Hansen and their team recently named* a Top Independent Advisor – #8 in the U.S. by Barron’s.

We recently announced the five winners of our 2021 Freestone Future Leaders Scholarship and invite you to get to know