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About: jasmingarcia

Posts by jasmingarcia:

  • What Women Should Look for in an Advisor Posted on October 18, 2021 (March 1, 2022) by Jasmin Garcia in Wealth Strategy&Women and Wealth
  • Washington Cares Payroll Tax Opt-Out Is Now Open Posted on October 5, 2021 (April 6, 2023) by Jasmin Garcia in Insurance&Tax Planning&Wealth Strategy
  • Coldstream and Rosenbaum Financial Merge Posted on September 22, 2021 (June 2, 2022) by Jasmin Garcia in Coldstream Happenings
  • Planning for Oregon’s New State Taxes Posted on August 30, 2021 (May 4, 2022) by Jasmin Garcia in Tax Planning&Wealth Strategy
  • Planning for Biden’s Proposed Tax Changes Posted on August 18, 2021 (March 1, 2022) by Jasmin Garcia in Tax Planning&Wealth Strategy
  • Navigating Washington State’s New Capital Gains Tax Posted on August 11, 2021 (April 6, 2023) by Jasmin Garcia in Tax Planning&Wealth Strategy
  • Investing with Pride: Finding the Right LGBTQ+ Financial Planner Posted on August 4, 2021 (March 15, 2023) by Jasmin Garcia in Financial Planning&Wealth Strategy
  • The Analysis of Structured and Lump Sum Payouts – What’s Right for Your Client? Posted on July 29, 2021 (July 25, 2023) by Jasmin Garcia in Disability Advisory Services
  • 2021 Q2 ISG Panel – ESG, Socially Responsible, and Impact Investing Posted on June 30, 2021 (April 6, 2023) by Jasmin Garcia in Market Commentary
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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.