Consilio Wealth Advisors

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Consilio Wealth Advisors Educational purposes only. Not personalized investment, tax or legal advice. Views may change. Third-party info is believed reliable, not guaranteed.

Investing involves risk, including loss of principal. Past performance does not guarantee future results.

10/21/2026

W-2 says $2M but checking account shows $15K monthly. This psychological disconnect creates constant anxiety for tech workers despite massive wealth.

10/19/2026

Upgraded your home but hate the new monthly payment? Mortgage recasting lets you make a lump-sum principal payment and have your lender recalculate — same rate, same term, dramatically lower payment. No credit check, no closing costs.

10/16/2026

Washington's capital gains tax: 7% up to $1M (minus $278k deduction), 9.9% over $1M. On top of federal taxes and 3.8% NIIT. Applies to gains on stock sales, not amount sold.

10/14/2026

Washington is introducing a 9.9% income tax on earnings above $1M starting 2028. Combined with federal rates, that's nearly 47% — and the planning window before it hits is shorter than you think.

10/12/2026

Quitting your tech job at the wrong time could cost you six figures. Bonus cutoffs, vesting cliffs, and 401(k) match strategies across employers all deserve a look before you give notice.

10/09/2026

Margin loans offer quick liquidity with no credit check, but margin calls are dangerous. If your portfolio drops 25%, you may have 24 hours to add cash or sell.

10/07/2026

Roth conversions might be wrong for tech professionals. If you're in 37% bracket now but 24% in retirement, you're paying more tax unnecessarily.

10/06/2026

Microsoft's hidden bonus rule: employed on July 1st means you get September's full bonus even if you quit July 2nd. Leave June 30th and get nothing.

02/07/2025

The market is already reacting to a new administration – and it started even before Trump’s first day. But how much is temporary noise versus a long-term trend?

Tune in and join Chris Kaminski & Hao Dang as they discuss:
➡️Record low cash allocation
➡️Fed changes its tune on rate cuts
➡️Mag 7 still dominating
➡️Washington state minimum wage

Another unexpected team activity for our quarterly meeting… origami 101! We all got a delivery of brightly colored paper...
01/24/2025

Another unexpected team activity for our quarterly meeting… origami 101! We all got a delivery of brightly colored paper then followed along with our lovely host to fold up a zoo's worth of frogs, cranes, and more.

Address

500 108th Avenue NE Suite 100
Bellevue, WA

Telephone

+12065333670

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