Unique & Relevant Topics

Alexander H. Dorell, CFA, CFP®, RICP® 10/9/26 Alexander H. Dorell, CFA, CFP®, RICP® 10/9/26

Target Date Funds: The Convenience and the Fine Print

Target date funds are the default 401(k) investment option, but what do you really know about them? Here’s a quick breakdown of pros, cons, and whether they’re right for you.

Christopher Kaminski, CFP®, RICP®, ChFC®, CLU® 10/7/26 Christopher Kaminski, CFP®, RICP®, ChFC®, CLU® 10/7/26

Washington's New Income Tax Has a $27,000 Cliff Hiding in It

Under Washington's new income tax, selling stocks could cost a household thousands in taxes. Will it affect you? Here’s what you need to know.

Carin Sevigny, CFP® 10/6/26 Carin Sevigny, CFP® 10/6/26

ACA Marketplace Open Enrollment: Is It Time to Switch Plans?

Are you looking to the ACA Marketplace for healthcare coverage for you and your family? Here are some tips and considerations to keep in mind during open enrollment.

Carin Sevigny, CFP® 10/5/26 Carin Sevigny, CFP® 10/5/26

Medicare Open Enrollment: Don't Let Your Medicare Plan Run on Autopilot

Plans change every year: premiums move, provider networks shift, and drug formularies get revised. Here’s what you need to know about taking a second look this year.

Christopher Kaminski, CFP®, RICP®, ChFC®, CLU® 10/1/26 Christopher Kaminski, CFP®, RICP®, ChFC®, CLU® 10/1/26

QCD Rules Made Simple: Everything You Need to Know

Looking for a better way to support a cause you care about? Learn how QCD rules let you fulfill RMDs and give tax-free directly from your IRA without itemizing.

Carin Sevigny, CFP® 9/30/26 Carin Sevigny, CFP® 9/30/26

Your Open Enrollment Checklist: What to Review in Your Employer Benefits

Before you speed through your open enrollment options this year, review our quick checklist to make sure you’re getting the most out of your options.

Spencer Sprague, CFP® 9/3/26 Spencer Sprague, CFP® 9/3/26

The Two-Birds-One-Stone Strategy: Pairing Your Deferred Compensation Plan with a Concentrated Stock Sell-Down

These “problems” might sound familiar: an income so high that taxes take a painful bite every year, and a brokerage account overconcentrated with company stock. This strategy might help.

Christopher Kaminski, CFP®, RICP®, ChFC®, CLU® 8/28/26 Christopher Kaminski, CFP®, RICP®, ChFC®, CLU® 8/28/26

Switching Employers? How to “Double Dip” Your After-Tax 401(k) Bucket

Can you tuck away more in your 401(k)? If you’re transitioning between different employers in the same calendar year, this trick lets you save beyond the standard contribution limits.

Christopher Kaminski, CFP®, RICP®, ChFC®, CLU® 8/17/26 Christopher Kaminski, CFP®, RICP®, ChFC®, CLU® 8/17/26

The Ultimate Checklist of End-of-year Tax Planning Opportunities

Year-end tax planning is complex and time-consuming. This checklist will help you figure out where to start and identify what matters for 2024!

Consilio Wealth Advisors 8/11/26 Consilio Wealth Advisors 8/11/26

Breaking Down Amazon's 401k & Vesting Options

As one of the largest tech companies out there, Amazon offers some enticing options when it comes to caring for its employees.

Spencer Sprague, CFP® 7/16/26 Spencer Sprague, CFP® 7/16/26

Estate Tax Reduction Strategies for Washingtonians

For high income families in Washington state, estate taxes can take a sizable chunk of your hard-earned wealth from your heirs. Read up on our top strategies to reduce your estate taxes.

Christopher Kaminski, CFP®, RICP®, ChFC®, CLU® 7/8/26 Christopher Kaminski, CFP®, RICP®, ChFC®, CLU® 7/8/26

Washington's Millionaires' Tax: What Tech Professionals Need to Know

If you work in tech in Washington and your income climbs past a certain level, make sure you know about this new tax. Here's a quick breakdown of what it actually does, who it hits, and where things stand right now.

Consilio Wealth Advisors 6/29/26 Consilio Wealth Advisors 6/29/26

6 Strategies to Optimize Your Voluntary Severance Package

Voluntary severance is a chance to restructure your finances for even better long-term growth and protection. Here are some strategies to make the most of your package.

Alexander H. Dorell, CFA, CFP®, RICP® 6/11/26 Alexander H. Dorell, CFA, CFP®, RICP® 6/11/26

The Other Side of Retirement Planning

There's another side of retirement readiness that doesn't show up on a balance sheet and it can blindside even the most financially prepared retirees. Here are four lifestyle considerations to think through before you hand in your badge.

Christopher Kaminski, CFP®, RICP®, ChFC®, CLU® 6/3/26 Christopher Kaminski, CFP®, RICP®, ChFC®, CLU® 6/3/26

How to Use Your Amazon 401(k) as Part of a Bigger Wealth Strategy

Can your Amazon 401(k) be more than a retirement tool? Here’s how high-net-worth individuals at Amazon strategize to make their 401(k) work even harder.

Christopher Kaminski, CFP®, RICP®, ChFC®, CLU® 4/23/26 Christopher Kaminski, CFP®, RICP®, ChFC®, CLU® 4/23/26

RSU Stock Strategy: How to Avoid the Concentration Trap

RSU stock may be valuable in a portfolio, but the concentration trap spells problems. Here are some top strategies to avoid the risks and potential cost.

Carin Sevigny, CFP® 4/7/26 Carin Sevigny, CFP® 4/7/26

Section 530A (Trump) Accounts: Who Qualifies, Rules, and How They Work

In 2026, the government is launching a new tax-favored investment account for children: the Section 530A account, AKA the “Trump Account.” What is this new account and how does it work?

Spencer Sprague, CFP® 3/26/26 Spencer Sprague, CFP® 3/26/26

Bypass Trusts: A Handy Tool Within Your Estate Planning Tool Belt

What is a Bypass Trust and how does it affect your estate plan? Here’s what you need to know along with a case study to understand its impact.

Christopher Kaminski, CFP®, RICP®, ChFC®, CLU® 3/18/26 Christopher Kaminski, CFP®, RICP®, ChFC®, CLU® 3/18/26

What Maxing Out a 401(k) Really Means for High Earners

For tech professionals navigating vesting schedules and complex equity, “maxing out” a 401(k) is rarely the end of the conversation. It's just the start. Here’s what maxing out a 401(k) really means for a high earner in 2026.

Consilio Wealth Advisors 3/11/26 Consilio Wealth Advisors 3/11/26

Your Cheat Sheet To Amazon RSUs

Employed by Amazon? Then there is a good chance you’re eligible for Amazon RSUs. Here’s your cheat sheet to understand what they can do for you.

Consilio Wealth Advisors 3/2/26 Consilio Wealth Advisors 3/2/26

Are RSUs Taxed Twice? What You Need to Know

Part of navigating your compensation package is knowing how taxes will affect your bottom line.