Tschetter Blog
“Optimism is choosing to interpret reality through the lens that goodness, growth, and repair are more fundamental than decay and failure.” -Unknown For years, I’ve wrestled with communicating the intended depth of this word “optimism” that’s been part of the core message of Tschetter Group since the beginning. I’ve bristled against the abstract, motivational-poster…
Washington State Legislative Update: Proposed “Millionaire Income Tax”
We want to make you aware of a potential tax development in Washington State that may affect some high-income households. Yesterday, Washington advanced legislation that would create a new state income tax on high earners, often referred to as the “Millionaires’ Tax.” The proposal represents a notable shift in Washington’s tax policy, as the state has historically operated without a broad personal income…
2026 Tax Season Updates & Key Deadlines
2026 Tax Season Updates & Key Deadlines As we settle into 2026, we wanted to share important tax season updates and deadlines to help you navigate the coming months with clarity and confidence. Below, we’ve outlined key timelines for tax documents, retirement contribution opportunities, and required minimum distributions (RMDs). Tax Documents For the 2025 tax year, Schwab anticipates delivering the initial batch of Form 1099s by the end of February 2026, with additional corrected 1099s posted in March and…
Progress
“Progress is impossible without change, and those who cannot change their minds cannot change anything.” -George Bernard Shaw As we put 2025 in the rear view and welcome this new year, a word rises to the surface: progress. And we observe that progress rarely announces itself in advance or takes the exact form we expect. More often,…
2025 Year-End Insights & 2026 Outlook
2025 Year-End Insights & 2026 Outlook As 2025 draws to a close, we want to help you tie up loose ends, take advantage of remaining planning opportunities, and prepare proactively for what’s ahead in 2026. Below, we’ve outlined key financial actions, deadlines, and updates to keep in mind as you finish the year strong. Closing…
Congratulations to Amanda!
Tschetter Group is proud to announce that our Financial Planner, Amanda McCarty, has officially earned her CERTIFIED FINANCIAL PLANNER™ certification. The CFP® designation is widely recognized as the highest standard in financial planning and represents a rigorous journey of education, experience, and examination. Amanda joined Tschetter Group in 2023 and has quickly become an essential…
Islands of Coherence
“I think 99 times and find nothing. I stop thinking, swim in silence, and the truth comes to me.” – Albert Einstein (commonly attributed) Pause. Breathe. What comes next? Home stretch of 2025, and already a quarter century into the new millennium, we trust this letter finds you and yours healthy and well. Markets and…