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Financial Planning

Create your financial roadmap. Actionable advice for budgeting, debt management (student loans), cash flow, and achieving major goals like homeownership.

Steady Federal Reserve Rates are Good for Us

October 28, 2025March 3, 2024 by Jason Preti, CFP®

Interest rates are essential for your financial future. The Federal Reserve focuses on long-term stability.

Categories Financial Planning, Investing

Inflation and Investing: A Simple Guide to Protect Your Retirement

November 18, 2025February 19, 2024 by Jason Preti, CFP®
tug of war between inflation and saving

Looking for investing advice in Kirkland? Learn how to guard your retirement savings against inflation with expert financial planning.

Categories Retirement Savings

The After-Tax Effect of Active Investing

November 15, 2025February 14, 2024 by Jason Preti, CFP®
tax effect on active investing

Index funds or active funds? Are your investments truly working for you after taxes? After-Tax Effect of Index vs Active Funds.

Categories Investing, Taxes

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 Financial Planning

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

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

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

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
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Categories

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

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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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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