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