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Paracle Advisors

Financial Advisors in Mercer Island, WA

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March 1, 2021 By Paracle

Tips For Amazon Elections and Open Enrollment

Open Enrollment at Amazon runs from February 10th, 2021 to March 3rd, 2021.  The following is a summary of elections to consider.  As always, please reach out to your Paracle advisor if you have specific questions. What’s New and What’s Changing Here are a few important changes …

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February 22, 2021 By paracle

Getting The Most From Your Amazon Benefits

Amazon provides generous company benefits which can help employees build wealth, manage risk, and secure their future. It’s important to consider how to best integrate the additional compensation, retirement, and health benefits into your financial plan. Equity Awards Your grants of Amazon …

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October 29, 2020 By Paracle

Tips for Microsoft Elections and Open Enrollment

Open Enrollment at Microsoft will begin on November 2nd.  The following is a summary of elections to consider, and as always, please reach out to your Paracle advisor if you have questions. HSA (Health Savings Account) If you choose an HSA eligible health plan, you can modify your HSA …

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October 27, 2020 By paracle

Save More For Retirement With Your Health Savings Account

As you plan for retirement, consider using one of the best options for building tax-advantaged savings – a Health Savings Account (HSA). An HSA is a medical savings account available to anyone enrolled in an HSA compatible high-deductible health plan (HDHP). For 2020 and 2021, the IRS defines a high …

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January 15, 2020 By paracle

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 to consider how to best integrate the additional compensation, retirement and health benefits into your financial plan. EQUITY AWARDS Your annual grants …

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November 1, 2018 By paracle

Five Tax Planning Opportunities

Reducing your tax bill is an important financial planning goal. Here are five evergreen strategies for shrinking the amount of taxes you owe. 1. Max out contributions to your retirement accounts Contributions to workplace retirement savings plans and IRAs reduce your current taxable income. In …

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Paracle Advisors is an investment advisor registered with the Securities and Exchange Commission.

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Copyright © 2022 · Paracle Advisors

We are thrilled to announce the merger of Paracle Advisors and Coldstream Wealth Management, creating a leading independent wealth management firm in the Pacific Northwest.

We are uniquely aligned around a shared future vision, commitment to growth, and exceptional service to our clients. By combining our talented teams, we strengthen our ability to enhance our clients’ lives for generations to come. Read more here.