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About: jasmingarcia

Posts by jasmingarcia:

  • 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
  • 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
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Recent Posts

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© 2026 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. Hersman, Serles, Almond, LLC and Harrison Berkman Claypool & Guard, PLLC both do business as Coldstream Tax & Consulting. All Rights Reserved.