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Paracle Advisors

Financial Advisors in Mercer Island, WA

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March 23, 2021 By paracle

Why You Need Dual-Factor Authentication

Cybercrime has been with us for many years, but the problem may be getting worse. Security experts say it is wise to assume that your personal information and credentials have been accessed and made available to criminals. Passwords on their own are not as infallible as we need them to be. Cyber …

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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 25, 2021 By Paracle

Understanding the Backdoor Roth Contribution

IRA

Backdoor Roth Contributions are a commonly used planning technique to help high-income earners contribute to a Roth IRA. While the strategy is commonplace, the logistics are often misunderstood. This can lead to misconceptions and potential errors on tax return filings. In this article, we will …

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January 25, 2021 By Paracle

Year In Review: 2020

No one who lived through 2020 will ever forget it. Ironically, when someone is said to have 20/20 vision, it is intended to mean that they see things very clearly. How astonishing is it then that this past year was one that absolutely no one could see coming? We still recall having benignly …

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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.