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Month: January 2024

Saving for College: 529 A Smart Financial Strategy

October 28, 2025January 31, 2024 by Jason Preti, CFP®
529 college financial planning

Empower your child’s future without the burden of debt by saving for college with a 529 Plan. Start building their financial stability today.

Categories Planning

Inflation & Your Investments: What You Need to Know

October 28, 2025January 19, 2024 by Jason Preti, CFP®
stock chart and stacks of gold coins

Understand how inflation impacts your investment strategy and the role of diversified portfolios in long-term success.

Categories Investing, Retirement

2023 Was a Great Year To Review

October 28, 2025January 4, 2024 by Jason Preti, CFP®
2023 Market in Review

The stock market closed out 2023 on a high note, with the S&P 500 climbing steadily for nine consecutive weeks. 2023 market review.

Categories Investing

Archives

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Categories

  • Company Benefits
  • Investing
  • Planning
  • Retirement
  • Retirement Savings
  • Taxes

Recent Posts

  • Beyond the 60/40: Incorporating Buffer ETFs and Digital Assets for the Modern Tech Portfolio
  • Securing Your Family’s Future: A Financial Advisor’s Guide to Life Insurance Needs
  • The Overlooked Alchemy of True Wealth Management
  • Empower Your Wealth: Strategic Tax Planning for Life’s Major Milestones
  • Empower Your Future: Tax Changes After Life’s Big Moments

Categories

  • Company Benefits
  • Investing
  • Planning
  • Retirement
  • Retirement Savings
  • Taxes
Email

jason@unleashedfinancial.com

Phone

425-954-6781

Address

Kirkland, WA 98034

Serving

Seattle, Bellevue, Redmond, and the greater Eastside community

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Unleashed Financial LLC

Unleashed Financial, LLC is a registered investment advisor in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.

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