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About: jasmingarcia

Posts by jasmingarcia:

  • Diversified Estate Planning for LGBTQ+ Families Posted on June 27, 2025 (June 27, 2025) by Jasmin Garcia in Estate Planning&LGBTQIA+&Wealth Strategy
  • Coldstream Rebrands Rainier Group as Coldstream Capital Partners Posted on April 8, 2025 by Jasmin Garcia in Coldstream Happenings
  • 10 Most Common Questions About 529 Savings Plans Posted on March 24, 2025 (April 4, 2025) by Jasmin Garcia in Family Needs&Wealth Strategy
  • Celebrating Women Wealth Managers Posted on March 1, 2025 (March 20, 2025) by Jasmin Garcia in Wealth Strategy&Women and Wealth
  • Mind the Gap(s)! Financial Planning as a LGBTQIA+ Couple Posted on February 21, 2025 (February 21, 2025) by Jasmin Garcia in Financial Planning&LGBTQIA+&Wealth Strategy
  • Does My Child Need to File a Tax Return? Posted on February 12, 2025 (February 12, 2025) by Jasmin Garcia in Family Needs&Tax Planning&Wealth Strategy
  • Retiring Early? Don’t Forget Health Insurance Posted on January 28, 2025 (January 28, 2025) by Jasmin Garcia in Insurance&Retirement&Wealth Strategy
  • How Does a Backdoor Roth IRA Contribution Work? Posted on January 15, 2025 (February 19, 2025) by Jasmin Garcia in Tax Planning&Wealth Strategy
  • New Gifting and Contribution Limit Changes For 2025 Posted on January 6, 2025 (January 7, 2025) by Jasmin Garcia in Wealth Strategy
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Recent Posts

  • Diversified Estate Planning for LGBTQ+ Families
  • Managing Increased Uncertainty in the Middle East
  • Invest in Women: Well-Being at Any Age
  • Incorporating a “Die with Zero” Philosophy into Your Long-Term Financial Plan
  • Helping children build wealth of their own: why the Roth IRA is an important gifting vehicle.

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© 2025 Coldstream Holdings, Inc. is the parent company of complementary lines of services: Investment advisory is offered by Coldstream Capital Management, Inc. dba Coldstream Wealth Management. Property and casualty insurance is offered by FIT Insurance, Inc. dba Coldstream Risk Management. Strategic Advisory and Investment Banking services are offered by The Rainier Group, Inc. dba Coldstream Capital Partners. All Rights Reserved.