While taxes aren’t always clear-cut and can often be complex, understanding how they work can save you a lot of money and headaches. This is especially true when it comes to capital gains taxes.

Consilio Wealth Advisors, a tech-focused independent advisory firm, welcomes Hao Dang to the team as their Investment Strategist in efforts to continue elevating their investment advisory services.

Maximize your tax deductions with these year-end tax planning opportunities in mind.

Series I bonds hit the news a few weeks ago and are currently yielding 7.12%. Should you buy one???

Watch this short video to learn how to opt out of the WA Cares Fund. The opt out window runs from 10/1/2021-12/31/2022.

Hey Microsoft employees! You have a one last chance to enroll in a second LTC insurance plan through your Prime benefits. Open enrollment only runs through October 5th. Don’t miss this opportunity if you don’t already have something in place!

Attention Google employees! You have a very short window to enroll in a new LTC insurance plan through your group benefits. Open enrollment starts September 23rd and runs through October 7th, 2021. Don’t miss this opportunity if you don’t already have something in place!

Amazon employees! You have a second chance to purchase LTC insurance through your group benefits. This time, it’s available for employees AND spouses/partners! Open enrollment runs until 09/17/2021. Don’t miss this opportunity if you don’t already have something in place!

The recent crash in the cryptocurrency market - bringing many coin prices back down to levels seen in January of 2021 - poses a great opportunity for tax loss harvesting.

Former Northwestern Mutual Team Consilio Wealth Goes Independent with $300 AUM Financial Planning Firm