Blog
Retirement and Tax Insights
Welcome to our blog, where we break down the financial topics that matter most for retirees and those preparing for retirement. From smart tax strategies and Social Security planning to market updates and investment insights, each post is designed to help you protect your wealth and make confident decisions. Explore our latest articles and discover how a CPA’s perspective can simplify your retirement journey.
Taxes.
Income. Investing. Retirement.
Parents and Caregivers: Don't Miss Your Roth Conversion Window
Caring for a child or parent can mean a drop in income and a lower tax bracket. Why not take advantage by moving money into a Roth account? Here's how it works. ...more
Danielle Meister
November 06, 2025•4 min read
Funding 529 Education Plans & Health Savings Accounts (HSAs)
Back-to-school means more than pencils and backpacks—529 plans and HSAs can help families save big on education and healthcare while unlocking major tax advantages. ...more
Madrona Financial ,Danielle Meister
September 01, 2025•5 min read
Trump’s “Big Beautiful Bill” What It Means for Your Wealth
The OBBBA reshapes taxes with big wins for retirees, small businesses, and families. Learn how to seize new Roth, estate, and investment opportunities. ...more
Madrona Financial ,Danielle Meister
August 01, 2025•3 min read
The Money Conversation Women Can’t Afford to Skip
Women face unique financial hurdles—lower earnings, career breaks, under-investing, and being left out of key decisions. Here’s how to take control and build lasting security. ...more
Madrona Financial ,Danielle Meister
June 01, 2025•4 min read
Key to a Happy Retirement? Finding Yourself
Retirement isn’t just about leaving work—it’s about rediscovering yourself. Learn how finding purpose and identity is the real key to happiness. ...more
Madrona Financial ,Danielle Meister
May 01, 2025•3 min read
Loved Ones and Funding Long-Term Care (LTC)
Discover how overlooked tax strategies, like the medical expense deduction, can help fund long-term care while preserving wealth for your loved ones. ...more
Madrona Financial ,Danielle Meister
April 01, 2025•4 min read
Want Personal Guidance with your Retirement & Taxes?
Every retiree’s situation is unique. If you want personalized strategies to help lower your taxes, protect your income, and build confidence in your retirement plan, I’m here to help. With decades of experience as a CPA and financial professional, I work directly with retirees to create plans tailored to their goals.
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