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...

5 Easy Ways to Declutter Your Financial Life

April 7, 2021 Decluttering. Thanks to Marie Kondo, meditation gurus and an amazing amount of time at home, we have all had opportunities to declutter our closets, our monkey minds and our “working-from-home” space (formerly known as the dining room).  But what does it mean...

Coldstream Acquires Pacific Northwest Insurance

 Combined platforms enhance integrated wealth management services BELLEVUE — July 18, 2012 — Coldstream Capital Management (“Coldstream”) today announced that it has acquired Pacific Northwest Insurance (“PNI”), a property, casualty, life insurance and employee benefits specialist based in Kirkland, WA since 1992.  Rob James, PNI...