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About: jasmingarcia

Posts by jasmingarcia:

  • What to Consider When Estate Planning for Children Posted on February 9, 2022 (March 1, 2022) by Jasmin Garcia in Estate Planning&Family Needs&Wealth Strategy
  • Coldstream’s New Boise Office Posted on February 8, 2022 (June 2, 2022) by Jasmin Garcia in Coldstream Happenings
  • Permanent or Temporary: The Economic Impact OF COVID-19 Posted on October 25, 2021 (April 6, 2023) by Jasmin Garcia in Market Commentary
  • Embrace the Stages of Widowhood Toward Your New Life Posted on October 21, 2021 (August 8, 2022) by Jasmin Garcia in Wealth Strategy&Women and Wealth
  • Creating Confidence for Women in Their Investment Decisions Posted on October 21, 2021 (March 1, 2022) by Jasmin Garcia in Wealth Strategy&Women and Wealth
  • Spotting Common Conflicts of Interest: What Every Investor Needs to Know Posted on October 19, 2021 (March 27, 2023) by Jasmin Garcia in Wealth Strategy
  • The Single-Person Penalty is Real. Here’s How to Protect Your Finances. Posted on October 19, 2021 (December 14, 2023) by Jasmin Garcia in Wealth Strategy&Women and Wealth
  • Should I Complete the FAFSA? Posted on October 18, 2021 (March 1, 2022) by Jasmin Garcia in Family Needs&Wealth Strategy
  • Does Your Advisor Really Have Your Best Interests at Heart? Posted on October 18, 2021 (March 27, 2023) 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.