Jamieson Hopp CFP®, ECA

Jamieson obtained a bachelor’s degree in Business Administration with a concentration in Financial Planning from Colorado State University, in 2018. Shortly thereafter, he sat for and passed the CFP® exam. Outside of work, he enjoys playing golf, basketball and baseball. You can also find him catching up on all the Netflix and Hulu specials, and planning his next big vacation. Having just moved to the Seattle area in 2021, Jamieson looks forward to being closer to his family and having an opportunity to explore his other passion outside of personal finance, working with animals at the local shelter.

Difference Between Tax Credits and Tax Deductions

Have you ever wondered the difference between tax credits and tax deductions? Or how tax deductions and tax credits can save a significant amount each year in taxes? This article will explore tax deductions and tax credits, the differences and benefits, common deductions and credits, and potential tax planning strategies. What is a Tax Deduction? […]

Questions to Ask Your Parents About Their Estate Plan

As financial advisors, we constantly talk to clients about what’s next in their lives. Mainly, that revolves around retirement planning, cash flow management, equity compensation reviews, what’s important to them, where they want to travel, what they want to accomplish, etc. As part of our comprehensive advice, we often need to discuss their estate plan

Questions to Ask Your Parents About Their Estate Plan Read More »

Jamieson Hopp CFP®, ECA

Difference Between Tax Credits and Tax Deductions

Questions to Ask Your Parents About Their Estate Plan

Subscribe To Our Monthly Newsletter

Book Your Session