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Unleashed Financial LLC

Unleashed Financial LLC

Unleashed Financial LLC

Unleashed Financial LLC

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Category: Planning

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

Posted on July 11, 2025 by Jason Preti, CFP®

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

Planning, Taxes

Your Ultimate Financial Checklist for 2025

Posted on January 28, 2025 by Lyle David Solomon

Are you looking to kick off 2025 with a strong financial footing?  Lyle David Solomon, a seasoned attorney specializing in debt relief and financial matters at Oak View Law Group, has

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Planning

Preparing for a Rainy Day with Emergency Funds

Posted on November 14, 2024 by Jason Preti, CFP®

Life is unpredictable. Just when you think you have everything under control, an unexpected expense can hit you like a sudden downpour on a clear day. Much like carrying an

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Planning 1 Comment

Navigating Financial Uncertainty: Strategies to Secure Your Future

Posted on September 13, 2024 by Jason Preti, CFP®

In recent discussions with our clients, we’ve noticed a common theme among Generation X—an increasing sense of financial uncertainty, especially after the events of the last few years. From supporting

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Planning, Retirement

Gen X, Wake Up and Seize Your Retirement Future!

Posted on July 19, 2024 by Jason Preti, CFP®

Hey there, Generation X! It’s time for a reality check. You’re sandwiched between caring for aging parents and supporting your kids, but there’s another pressing issue you can’t afford to

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Planning, Retirement

Steady Federal Reserve Rates are Good for Us

Posted on March 3, 2024 by Jason Preti, CFP®

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

Investing, Planning

Saving for College: 529 A Smart Financial Strategy

Posted on January 31, 2024 by Jason Preti, CFP®

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

Planning

Navigating Gen Z’s Economic Challenges

Posted on December 27, 2023 by Jason Preti, CFP®

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

Planning

Being your own banker is not an investment

Posted on November 6, 2023 by Jason Preti, CFP®

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

Investing, Planning

Is A Roth IRA Conversion In Your Future?

Posted on October 30, 2023 by Jason Preti, CFP®

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

Investing, Planning
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Categories

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

Recent Posts

  • 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
  • Feeling the Squeeze? Understanding Stagflation in Today’s Economy
  • Potential Concentrated Portfolio Risk with RSUs and ESPPs

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  • Wealth Management
    • Wealth Management
    • Investment Management
    • Financial Planning
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  • Articles
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Contact Us

        425-954-6781

        jason@unleashedfinancial.com

          Kirkland, WA  98034

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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