Funding 529 Education Plans & Health Savings Accounts (HSAs)

Back-to-school means more than pencils and backpacks—529 plans and HSAs can help families save big on education and healthcare while unlocking major tax advantages. ...more

Madrona Financial ,Danielle Meister

September 01, 20255 min read

Funding 529 Education Plans & Health Savings Accounts (HSAs)

I'm a Retirement Psychologist: Money Won't Buy You Happiness in Your Life After Work

While financial security is crucial for retirement, the true 'retirement crisis' is often an emotional, psychological and social one. You need a plan beyond just money that includes purpose, structure... ...more

Madrona Financial ,Richard Himmer

August 04, 20254 min read

I'm a Retirement Psychologist: Money Won't Buy You Happiness in Your Life After Work

Trump’s “Big Beautiful Bill” What It Means for Your Wealth

The OBBBA reshapes taxes with big wins for retirees, small businesses, and families. Learn how to seize new Roth, estate, and investment opportunities. ...more

Madrona Financial ,Danielle Meister

August 01, 20253 min read

Trump’s “Big Beautiful Bill” What It Means for Your Wealth

The Money Conversation Women Can’t Afford to Skip

Women face unique financial hurdles—lower earnings, career breaks, under-investing, and being left out of key decisions. Here’s how to take control and build lasting security. ...more

Madrona Financial ,Danielle Meister

June 01, 20254 min read

The Money Conversation Women Can’t Afford to Skip

Key to a Happy Retirement? Finding Yourself

Retirement isn’t just about leaving work—it’s about rediscovering yourself. Learn how finding purpose and identity is the real key to happiness. ...more

Madrona Financial ,Danielle Meister

May 01, 20253 min read

Key to a Happy Retirement? Finding Yourself

Why Gray Divorce Happens and Five Ways to Avoid It

Emotional intelligence is a key ingredient in a relationship's long-term success, and it can be learned and strengthened at any age. Here's how, according to a psychologist. ...more

Madrona Financial ,Richard Himmer

April 30, 20254 min read

Why Gray Divorce Happens and Five Ways to Avoid It

Financial Planning's Paradox: Balancing Riches and True Wealth

While enough money is important for financial security, it does not guarantee fulfillment. How can retirees and financial advisers keep their eye on the ball? ...more

Madrona Financial

April 16, 20255 min read

Financial Planning's Paradox: Balancing Riches and True Wealth
Back to Home

“Rooted In The 7 Areas That Sustain Wealth”

Everett Corporate Office

2911 Bond St Suite 200

Everett, WA 98201

Phone: 1 (844) MADRONA

Mountlake Terrace Office

6100 219th St SW, Suite 480

Mountlake Terrace, WA 98043

Phone: 1 (844) MADRONA

Park City Office

4554 N. Forestdale Dr. Unit 28

Park City, Utah 84098

Phone: 1 (844) MADRONA

Tacoma Office

1201 Pacific Avenue Suite 600

Tacoma, WA 98402

Phone: 1 (844) MADRONA

Kirkland Office

3933 Lake Washington Blvd NE, Suite 350

Kirkland, WA 98033

Phone: 1 (844) MADRONA

Cottonwood Heights Office

2825 E Cottonwood Pkwy Suite 500

Cottonwood Heights, UT 84121

Phone: 1 (844) MADRONA

Disclosure: Madrona Financial & CPAs is a registered trade name used singly and collectively for the affiliated entities Madrona Financial Services, LLC (“Madrona”) and Bauer Evans, Inc., P.C. (“Bauer Evans”). Investment advisory services are provided through Madrona. CPA services are provided through Bauer Evans

The information, suggestions, and recommendations included in this material is for informational purposes only and cannot be relied upon for any financial, legal or insurance purposes. Madrona Financial Services, LLC will not be held responsible for any detrimental reliance you place on this information. It is agreed that use of this information shall be on an “as is” basis and entirely at your own risk. Additionally, Madrona Financial Services, LLC cannot and does not guarantee the performance of any investment or insurance product. Insurance products are offered through Madrona Insurance Services, LLC, a licensed insurance agency and affiliate of Madrona Financial Services, LLC. Madrona Insurance Services and individual advisors affiliated with Madrona Insurance Services and Madrona Financial Services receives commissions on the sale of insurance products. Clients are not required to purchase insurance products recommended or to otherwise implement financial advice through Madrona affiliates. When we refer to preparation and filing of tax returns, tax returns are prepared and filed by our wholly-owned sister company Bauer Evans, Inc. P.S., a licensed certified public accounting firm. Madrona Financial Services, LLC is a registered investment adviser with the SEC. Our registration with the SEC or with any state securities authority does not imply a certain level of skill or training.

Copyright ©2024 Madrona Financial. All rights reserved.