• Contact Us
  • Careers
  • Client Login
Coldstream -
  • Services
    • Private Wealth Management
      • Wealth Management
      • Family Office
    • Institutional Investment Advisory
      • Endowments and Foundations
      • Fund Management
      • Retirement Plan Services
    • Tax Management
      • Tax & Consulting
    • Consulting
      • Investment Banking
      • Strategic Advisory
    • Insurance
      • Risk Management
  • About Us
    • About Us Overview
    • Our Founder Story
    • Engaging in Our Community
    • Awards and Recognitions
  • Meet Your Team
    • Meet Your Team Overview
    • Contact Us
  • Insights
    • Insights Overview
    • Market Commentary
    • Wealth Strategy
    • The COO Roundtable Podcast
    • Disability Advisory Services
    • Women and Wealth
    • Company Benefits
  • Contact Us
  • Careers
  • Client Login

About: jasmingarcia

Posts by jasmingarcia:

  • Taxes and Stock Options; Moving Forward Mindfully Posted on May 12, 2021 (April 6, 2023) by Jasmin Garcia in Financial Planning&Tax Planning&Wealth Strategy
  • Stock Options: A Primer Posted on May 7, 2021 (April 6, 2023) by Jasmin Garcia in Financial Planning&Tax Planning&Wealth Strategy
  • Coldstream and Paracle Advisors Merge Posted on April 27, 2021 (April 6, 2023) by Jasmin Garcia in Coldstream Happenings
  • What You Need to Know About the New Washington State Long-Term Care Act Posted on April 26, 2021 (March 1, 2022) by Jasmin Garcia in Insurance&Tax Planning&Wealth Strategy
  • Special Needs Trust Posted on July 14, 2019 (July 25, 2023) by Jasmin Garcia in Disability Advisory Services
  • DAS Case Study: Natalie’s Childhood Disability Posted on July 7, 2019 (July 25, 2023) by Jasmin Garcia in Disability Advisory Services
  • DAS Case Study: Greg’s Long-Standing Injury Posted on July 6, 2019 (July 25, 2023) by Jasmin Garcia in Disability Advisory Services
  • DAS Case Study: Grace’s Adult Brain Injury Posted on June 29, 2019 (July 25, 2023) by Jasmin Garcia in Disability Advisory Services
  • DAS Case Study: Sam’s Disability Settlement Posted on May 1, 2019 (July 25, 2023) by Jasmin Garcia in Disability Advisory Services
  • «
  • 1
  • …
  • 13
  • 14
  • 15

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.

Categories

  • Awards & Recognition
  • Coldstream Happenings
  • Company Benefits
  • Cybersecurity
  • Disability Advisory Services
  • Estate Planning
  • Family Needs
  • Financial Planning
  • Insurance
  • Investments
  • LGBTQIA+
  • Market Commentary
  • Philanthropy
  • Podcast: The COO Roundtable
  • Retirement
  • Tax Planning
  • Uncategorized
  • Wealth Strategy
  • Women and Wealth
Coldstream -

Bellevue

425.283.1600

Seattle

206.281.7700

Mercer Island

206.466.6200

Kirkland

425.822.6557

Portland NE

503.239.0475

Portland SW

503.765.1223

Boise

208.515.2230

Kenai

907.215.2180

  • Contact Us
  • Disclosures
  • Privacy Policy
  • ADV Part 2
  • ADV Part 3 – Form CRS
© 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.