Creating Confidence for Women in Their Investment Decisions

We all want to feel secure in our future and confident that we are making the right financial decisions to help us achieve that security. Unfortunately, this isn’t the reality for some women. Research has shown that women typically are less confident than men when...

Should I Complete the FAFSA?

Each year in October the window opens to submit the Free Application for Federal Student Aid (FAFSA) for the following school year.  Although you have until June 30th to complete your application, filing your FAFSA as close to October 1st as possible can improve your...

Does Your Advisor Really Have Your Best Interests at Heart?

Since the late 1990s, the Internet has enabled broad access to investment information. This, coupled with the rise of discount brokers, has provided cost-effective ways for anyone with a computer to play in the stock market. Companies like Schwab and eTrade have reduced trading fees...

What Women Should Look for in an Advisor

Women’s financial power today is higher than it has ever been before, with estimates that women control 32% of the world’s wealth. That’s an amazing statistic considering that before 1974, women in the United States couldn’t get a credit card in their name if they...

Washington Cares Payroll Tax Opt-Out Is Now Open

The date has arrived!  The State of Washington has now opened their online opt-out procedure for those who have qualifying Long-Term Care Insurance and wish to be exempt from the upcoming payroll tax. The WA Cares Fund Before we outline the process, let’s review some...

Coldstream and Rosenbaum Financial Merge

SEATTLE – September 22, 2021 — We are thrilled to announce today the merger of Coldstream Wealth Management and Rosenbaum Financial, reinforcing our leadership in the Pacific Northwest! Read the complete press release here. 

Sending Your Child Off to College: A Financial Checklist

Starting college is a big life transition for both students and their parents. While your student may be focused on orientation and choosing courses, there are some important financial considerations that accompany this change as well. Some are administrative items for you to consider, such...

Planning for Oregon’s New State Taxes

KEY INSIGHTS Residents of Portland, Oregon, and the surrounding area (within Multnomah County) have two new income taxes effective January 1st, 2021: The Metro Tax is a 1% personal income tax on income over $125K for single filers and $200K for joint filers. The Multnomah...