Parents and Caregivers: Don't Miss Your Roth Conversion Window
By: Danielle Meister, CFF, CDFA® – Wealth Advisor Published on: 06/11/2025Caring for a child or parent can mean a drop in income and a lower tax bracket. Why not take advantage by moving money into a Roth account? Here's how it works.
Danielle Meister
Funding 529 Education Plans & Health Savings Accounts (HSAs)
By: Danielle Meister, CFF, CDFA® – Wealth Advisor Published on: 01/09/2025Back-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
I'm a Retirement Psychologist: Money Won't Buy You Happiness in Your Life After Work
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
Trump’s “Big Beautiful Bill” What It Means for Your Wealth
By: Danielle Meister, CFF, CDFA® – Wealth Advisor Published on: 01/08/2025The 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
