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Year: 2023

Navigating Gen Z’s Economic Challenges

October 28, 2025December 27, 2023 by Jason Preti, CFP®
Gex Z Economic Challenges

Gen Z’s economic challenges. Dive into actionable strategies for skill enhancement, mindful spending, and creating robust emergency funds.

Categories Financial Planning

Restricted Stock Units: Vesting, Tax Treatment, and Strategies

November 15, 2025December 10, 2023 by Jason Preti, CFP®
profit loss risk

Navigate the complexities of Restricted Stock Units. Explore how strategic financial planning can optimize your taxes and maximize the benefits of your RSUs.

Categories Investing, RSU & ESPP, Taxes

401k Investing: The Roth 401k vs Traditional 401k Decision Process

October 28, 2025December 7, 2023 by Jason Preti, CFP®
Roth 401k vs Traditional 401k

Roth 401k vs Traditional 401k? Learn about key factors such as tax implications, risk tolerance, and the benefits of tax diversification.

Categories Company Benefits

Maximizing Your Retirement Savings: Your 401(k) for a Secure Retirement

November 15, 2025November 24, 2023 by Jason Preti, CFP®
Maximize retirement savings

Maximizing Your Retirement Savings.
Explore these strategies to boost your 401(k) and ensure long-term financial security.

Categories Company Benefits, Retirement Savings

Maximizing Your Retirement Savings: The Benefits of Roth IRA Contributions

November 15, 2025November 24, 2023 by Jason Preti, CFP®
Maximize retirement savings

Dreaming of a tax-free retirement? Learn the secrets of Roth IRA and enjoy flexible, tax-free savings. It’s easy and smart. Dive into the details now!

Categories Retirement Savings

Maximizing Your Retirement Savings: The Benefits of Traditional IRA Contributions

November 15, 2025November 24, 2023 by Jason Preti, CFP®
Maximize retirement savings

Looking to grow your retirement savings? Find out how Traditional IRA can benefit you and ensure a comfortable future. Get the details now!

Categories Retirement Savings

10 Common Retirement Accounts Every Young Professional Should Know

November 15, 2025November 19, 2023 by Jason Preti, CFP®
stick figures adding coins to a piggy bank

Understanding common retirement accounts can empower your financial decisions. From 401(k)s to HSAs, find the retirement savings option that suits you.

Categories Retirement Savings

Being your own banker is not an investment

October 28, 2025November 6, 2023 by Jason Preti, CFP®
greedy banker

Are you considering becoming your own banker? Discover why the Being your own banker concept may not be suitable for everyone.

Categories Financial Planning, Investing

Is A Roth IRA Conversion In Your Future?

October 28, 2025October 30, 2023 by Jason Preti, CFP®
putting a coin in a piggy bank

Explore how a Roth IRA conversion can benefit your retirement savings by evaluating your current tax rate, anticipated future tax rate, and other factors.

Categories Financial Planning, Investing

Does Market Timing Work?

November 2, 2025October 28, 2023 by Jason Preti, CFP®
puzzle pieces on top of a pile of money

Avoid the risks of market timing with Time In The Market vs Timing The Market! Make sure your portfolio is aligned with your long-term goals.

Categories Investing
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Categories

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Recent Posts

  • Self-Directed Investing vs Real Wealth Planning: The Hidden Gap
  • Are You Drowning in Data? The Trap of Analysis Paralysis for Self-Directed Investors
  • The Enemy Within: How Behavioral Biases Sabotage Even the Smartest DIY Investors
  • Beyond the 60/40: Incorporating Buffer ETFs and Digital Assets for the Modern Tech Portfolio
  • Life Insurance as a Planning Tool

Categories

  • Company Benefits
  • Financial Planning
  • Investing
  • Retirement Savings
  • RSU & ESPP
  • Taxes

Email: jason@unleashedfinancial.com

Phone: 425-954-6781

Address: Kirkland, WA 98034

Serving Seattle, Bellevue, Kirkland, and the greater Eastside community

Find an advisor Jason Preti, CFP

CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S.

Jason Preti XYPN Member

Proud member of XYPN! As an XYPN advisor, I adhere to strict fiduciary standards and carry the CFP®. XYPN is the only turnkey advice and planning platform that makes it possible for fee-for-service financial advisors to build the independent firm of their dreams with complete autonomy.

Jason Preti NAPFA member
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