Paracle Advisors

Financial Advisors in Mercer Island, WA

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Year In Review: 2019
Returns in 2019 were strongly positive in all categories, providing most of the families that we serve with double-digit returns
Getting The Most From Your Amazon Benefits
Amazon (AMZN) provides generous company benefits which can help employees build wealth, manage risk, and secure their future. It’s important
Getting The Most From Your Microsoft Benefits
Microsoft (MSFT) provides generous company benefits which can help employees build wealth, manage risk and secure their future. It’s important
New Year, New Financial Opportunities
Happy New Year to our extended Paracle family! As we enter the new year, we are grateful for the families
Five Tax Planning Opportunities
Reducing your tax bill is an important financial planning goal. Here are five evergreen strategies for shrinking the amount of
Introduction to Medicare
If you’re over 65, chances are you’re familiar with Medicare. Some 50 million people are enrolled in Medicare today. But
Protecting Your Income with Disability Insurance
For most people, current income is the foundation of their financial plan. So it’s important to make sure your income
11 Common Questions About 529 Savings Plans
A 529 savings plan is a tax advantaged account used to pay college expenses. Deposits are typically invested in mutual
Retiring Early? Don’t Forget Health Insurance
If you’re planning to retire early, remember to include health insurance in your financial plan. Medicare eligibility begins at age
The Value-Add of an Advisor
A few good research articles have been published recently to address the common question, “How does an advisor add value
Return Expectations
Investment questions can be as diverse as the individuals who ask them, but one question that we hear consistently from
Is a Professional Trustee Right for You?
If you’re thinking of setting up a trust, one of the most important decisions you’ll make is who will act