Funding 529 Education Plans & Health Savings Accounts (HSAs)

Funding 529 Education Plans & Health Savings Accounts (HSAs)By: Danielle Meister, CFF, CDFA® – Wealth Advisor Published on: 01/09/2025

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.

Madrona FinancialDanielle Meister
Funding 529 Education Plans & Health Savings Accounts (HSAs)

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

By: Richard Himmer, PhD Published on: 04/08/2025

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 and social connection.

Madrona FinancialRichard Himmer
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

Trump’s “Big Beautiful Bill” What It Means for Your WealthBy: Danielle Meister, CFF, CDFA® – Wealth Advisor Published on: 01/08/2025

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

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

The Money Conversation Women Can’t Afford to Skip

The Money Conversation Women Can’t Afford to SkipBy: Danielle Meister, CFF, CDFA® – Wealth Advisor Published on: 01/06/2025

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.

Madrona FinancialDanielle Meister
The Money Conversation Women Can’t Afford to Skip