Consilio Wealth Advisors

Consilio Wealth Advisors

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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.

401(k) loans and why you shouldn't take one 01/23/2025

The idea of paying yourself interest has a certain allure. But what’s the real cost of a 401(k) loan?

📉 Missed market gains
🛑 Repayment risks
🧾Potential taxes and penalties

In other words… Don’t make a hasty decision. You have smarter alternatives that protect your retirement goals.



Check out our quick breakdown here 👉

401(k) loans and why you shouldn't take one 401(k) loans may seem like a great option but in many cases, they can cost you money. In this video, we talk about how these loans work and why they generall...

12/12/2024

Thinking about selling your Series I bonds? Timing is everything!

From inflation rates to the withdrawal penalty, make sure you’re prepared to make the most of your investment. Our breakdown details everything you need to know before you sell.



Read now for tips! 💸 https://www.consiliowealth.com/insights/series-i-bonds-cash-out-or-hold

12/05/2024

Are you unlocking the full potential of your Amazon 401(k)? With employer matching, tax-deferred growth, and the Mega Backdoor Roth, you could save BIG for retirement. 📈

In this video, Nathan Donohue explains how to:
💵 Claim the full Amazon employer match
🚀 Contribute beyond IRS limits
🌱 Grow retirement savings tax-free

Watch our quick guide with the link the link below!

Are you maxing your Amazon 401(k)? https://www.youtube.com/watch?v=UAM_TJW5EL0

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500 108th Avenue NE Suite 100
Bellevue, WA