
Insights
Category: Wealth Strategy

May 12, 2021
Taxes and Stock Options; Moving Forward Mindfully
May 12, 2021 Now that we’ve discussed the different types of stock option plans available to employees, it’s time to take a dive into how to leverage those options, striving to preserve wealth as best as possible. As per my last post, there are three main categories of stock options: Restricted Stock Units (RSU), Non-qualified [...]

Contributions from: Vince Lee, CFP®, CPA

May 7, 2021
Stock Options: A Primer
May 7, 2021 Companies are always looking for relatively inexpensive ways to increase the odds of getting the best workforce to join them. In the Technology sector, these ‘inexpensive’ ways often translate into offering employees stock options as incentives that don’t hit their cash reserves but offer workers an interesting ‘carrot’ – ownership in the [...]

Contributions from: Vince Lee, CFP®, CPA

April 26, 2021
What You Need to Know About the New Washington State Long-Term Care Act
Update as of: January 27, 2022 On January 27th, Governor Jay Inslee signed House Bill 1732 which delays implementation of the long-term care payroll tax in Washington State for 18 months. Employers will not be required to collect the .58% payroll tax until July 1, 2023. In addition, the law was updated so individuals born [...]




Contributions from: Anne Marie Stonich, CFP®, CPA, Joe Cervantes, CFP®, CLU®, AEP®, Vonie Bright, CFP®, Glen White

April 7, 2021
5 Easy Ways to Declutter Your Financial Life
April 7, 2021 Decluttering. Thanks to Marie Kondo, meditation gurus and an amazing amount of time at home, we have all had opportunities to declutter our closets, our monkey minds and our “working-from-home” space (formerly known as the dining room). But what does it mean to declutter your financial life? What ever happened to ”set [...]

Contributions from: Elaina Shemeta, CFP®

February 3, 2021
How To Avoid a 10B5-1 Meltdown
February 3, 2021 Well, if you don’t know what a 10b5-1 plan is yet, you may aspire to be in a place to need one. For some, they are a necessary evil. For others, they are downright mystifying. But let’s take a look at their origin story, and try to unpack what they are, why [...]

Contributions from: Hilary Massee Clark

October 20, 2020
There’s a lot Going On… Thoughts on Philanthropy in the Time of COVID-19
October 20, 2020 I know I’m one of the lucky ones. Coldstream has weathered the COVID-19 storm well. Others have not been as fortunate. With furloughs, layoffs, and all the other challenges we are facing in 2020, people are hurting. And so are charitable organizations whose mission it is to help. Giving back now is [...]

Contributions from: Vonie Bright, CFP®

September 29, 2020
Evaluating/Negotiating a Job Offer
September 29, 2020 COVID-19 and the economic downturn have many out of work and looking for new positions. A job search can be competitive and confusing, especially if you haven’t looked for a job in a while. Companies in sectors that have been weathering the current economic storm well are still hiring, although the interview [...]

Contributions from: Vince Lee, CFP®, CPA

July 21, 2020
Taking the Leap – Buying a Second Home
July 14, 2020 Buying a second home. It has always been an aspirational goal for our family, and with the shelter in place ordinance, the idea of having a safe getaway where we could unwind and get away from my dining-room-turned-office became the motivating factor of finding that second home now. [...]

Contributions from: Rachel McCracken, CFA®, MBA

June 3, 2020
How to Die Well; A Wealth Manager’s Perspective
June 3, 2020 A little over a year ago, I lost both a brother and a very close friend to cancer within two days of one another. While devastating, I was honored to be able to spend time with them prior to their passing, listening to their personal feelings and concerns about their cancer, their [...]

Contributions from: Joe Cervantes, CFP®, CLU®, AEP®
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