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Taxes

Proactive, year-round tax strategies integrated with your financial life. Articles cover capital gains, RSU tax events, and tax-loss harvesting.

Empower Your Wealth: Strategic Tax Planning for Life’s Major Milestones

November 7, 2025July 11, 2025 by Jason Preti, CFP®
tax planning for life's milestones

Achieve Financial Peace: Decode 2025 tax changes. Smart strategies for marriage, new babies, divorce, and senior deductions.

Categories Taxes

Empower Your Future: Tax Changes After Life’s Big Moments

October 28, 2025July 11, 2025 by Jason Preti, CFP®
US Flag tax

Life events reshape taxes. Explore 2025 insights on marriage, kids, divorce, and senior deductions. Get smart tax tips for your financial journey.

Categories Planning, Taxes

Archives

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Categories

  • Company Benefits
  • Investing
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  • 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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