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About: jasmingarcia

Posts by jasmingarcia:

  • 3 Reasons Why Consulting After Retirement Can Be a Smart Move Posted on January 1, 2025 (February 5, 2025) by Jasmin Garcia in Retirement&Wealth Strategy
  • Sending Your Child Off to College: A Financial Checklist Posted on January 1, 2025 (February 5, 2025) by Jasmin Garcia in Family Needs&Wealth Strategy
  • Top 3 Year-End Tax Planning Strategies in a Down Market Posted on January 1, 2025 (February 5, 2025) by Jasmin Garcia in Tax Planning&Wealth Strategy
  • Ready to Use Your 529 Plan? Posted on January 1, 2025 (February 5, 2025) by Jasmin Garcia in Family Needs&Wealth Strategy
  • Funding Graduate School by Gifting Appreciated Stock Posted on January 1, 2025 (February 5, 2025) by Jasmin Garcia in Financial Planning&Wealth Strategy
  • How to Avoid Surprises When Filing Your Tax Return Posted on January 1, 2025 (February 5, 2025) by Jasmin Garcia in Tax Planning&Wealth Strategy
  • Should I Spend My HSA On My Kid’s Braces? Posted on December 9, 2024 (December 9, 2024) by Jasmin Garcia in Family Needs&Wealth Strategy
  • Getting the Most from Your Amazon Benefits Posted on October 21, 2024 (November 12, 2024) by Jasmin Garcia in Company Benefits&Financial Planning&Insurance&Retirement&Tax Planning&Wealth Strategy
  • Maximizing Your Employer Benefits Posted on September 3, 2024 (September 3, 2024) by Jasmin Garcia in Company Benefits&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.