Over the years at Madrona Financial Services, we have helped hundreds of clients achieve their financial goals by providing unbiased financial advice. We have a dedicated team of individuals whose goal is to help families and their loved ones protect their assets and estates to help provide financial peace of mind. Check out some of our useful guides below, and don’t forget to request your complimentary, no obligation financial review!

Social Security: 2019 EDITION

Social Security: 2019 EDITION
BIG Changes Are Coming

Retirees will see the largest increase in their Social Security benefits in seven years in 2019. But the higher cost-of-living adjustment is not the only way the system will change. On average, Social Security makes up 38% of an individual’s retirement. That’s why it’s important to know the rules of Social Security and how to use them to your advantage. Download our latest Social Security Guide to keep track of all the upcoming changes for Social Security this year.

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Social Security: 2019 EDITION

5 Helpful Tax Tips
Navigating Taxes in 2019

2018 Tax Cuts & Jobs Act is now official. You may be wondering how the rewritten code will impact exemptions, credits & individual tax rates for the 2019 filing season. There are many factors that can impact whether your taxes will increase. In addition to changes to your tax bracket and deductions (such as the number of dependents), there are other aspects of your overall tax strategy to address.

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The information, suggestions, and recommendations included in this material is for informational purposes only and cannot be relied upon for any financial, legal or insurance purposes. Madrona Financial Services will not be held responsible for any detrimental reliance you place on this information. It is agreed that use of this information shall be on an “as is” basis and entirely at your own risk. Additionally, Madrona Financial Services cannot and does not guarantee the performance of any investment or insurance product. Insurance products are offered through Madrona Insurance Services, LLC, a licensed insurance agency and affiliate of Madrona Financial Services. Madrona Insurance Services and individual advisors affiliated with Madrona Insurance Services and Madrona Financial Services receives commissions on the sale of insurance products. Clients are not required to purchase insurance products recommended or to otherwise implement financial advice through Madrona affiliates. When we refer to preparation and filing of tax returns, tax returns are prepared and filed by our wholly-owned sister company Bauer Evans, Inc. P.S., a licensed certified public accounting firm. Madrona Financial Services, LLC is a registered investment adviser with the SEC. Our registration with the SEC or with any state securities authority does not imply a certain level of skill or training.