Treehouse Wealth Advisors

06/25/2026

Your Midyear Financial Planning Checklist for Strategic Adjustments

The middle of the year offers something January often can't: perspective.

Six months of real-life experience can reveal new opportunities, shifting priorities, and areas where your financial plan may benefit from thoughtful adjustments. Whether you're evaluating investments, considering charitable giving, revisiting tax strategies, or simply checking progress toward your goals, a midyear review can help ensure your financial decisions remain aligned with the life you're building.

Our latest blog shares a practical midyear financial planning checklist to help you make the most of the months ahead.

Read the full blog: https://treehousewealth.com/midyear-financial-planning-checklist-2026/

Use this midyear financial planning checklist to revisit taxes, estate planning, investments, and charitable giving before year-end.

06/23/2026

Our investment philosophy is not about following the crowd or chasing trends. It is built on a foundation of innovation, an expansive mindset, and a relentless pursuit of knowledge, applied to advice that is genuinely tailored to your circumstances, values, and long-term goals.

We believe in the power of markets, broad diversification, and investing for the long term. Whether markets are climbing or facing turbulence, our focus stays the same: helping you build and preserve wealth that supports the life you want to live. Read more about how we think:

https://treehousewealth.com/investment-approach/

06/21/2026

This Father's Day, we celebrate the dads and father figures who lead by example, often through the quiet, everyday choices they make with money. The way a father saves, gives, and plans teaches the next generation what it looks like to be intentional and steady, long before a word is ever spoken about it.

At Treehouse Wealth Advisors, we believe that kind of legacy deserves a plan behind it. To every father building a foundation for the people he loves, we hope you feel appreciated today and every day. Happy Father's Day.

06/18/2026

The first day of summer marks the longest stretch of daylight all year, a natural moment to slow down, take stock, and make the most of the season ahead. The same instinct applies to your financial life. Summer's slower pace is an ideal time to step back from the day-to-day and ask whether your plan still reflects where you are and where you want to go.

At Treehouse Wealth Advisors, we believe every season brings a fresh opportunity to align your wealth with your values and your greatest ambitions. Whether you are revisiting your goals at the year's halfway point or simply giving yourself room to think clearly, let this be the moment you invest in your adventure.

06/17/2026

We were proud to be a Gold Sponsor at Lamorinda Strong's annual Women's Wellness event on April 23 at Don Tatzin Hall in Lafayette. Julie Messner and Stacey Chin joined the day to remind women of something we believe deeply: wellness is never just one thing. Physical health, mental well-being, and financial confidence are far more connected than they often seem.

For many women, financial planning carries its own set of realities, from the gender pay gap and career pauses for caregiving to longer life expectancies and the growing responsibility of managing family finances. These call for longer time horizons and different strategies. Financial independence is not simply about money. It is about choice, the freedom to make decisions about your health, your career, and your future from a place of security rather than pressure.

06/11/2026

Concentrated wealth can sneak up on you. A position you built through years of hard work, equity compensation, real estate, or a single stock that performed well, can quietly grow into a meaningful share of your net worth before you ever decide it should.

In our on-demand webinar, "Crypto, Real Estate, Meme Stocks, and Stock Options," we debunk common misconceptions about concentrated wealth and explore how to put it to work within a coordinated long-term plan, rather than letting it sit unexamined. The full webinar is available on our website.

06/09/2026

For many people, the idea of retiring early begins as a quiet realization, often when time, not money, starts to feel like the more limited resource. But stepping away from work earlier than expected asks your wealth to do something very specific: support a longer, more flexible, and often more uncertain version of life.

Early retirement is not a finish line, it is a transition. From healthcare before Medicare and tax planning across your accounts to sequence of returns risk over a longer time horizon, the math and the lifestyle both deserve careful thought. We explore what early retirement really requires:

https://bit.ly/3RDtt6z

Retiring early financial planning requires more than savings. Learn the tax, healthcare, and investment strategies that make early retirement sustainable.

06/03/2026

Summer often brings a welcome change of pace, and with it, a clearer head for the decisions that get pushed aside during busier months. For high earning professionals with equity compensation, it is a good season to look at something easy to overlook the rest of the year: just how much of your income, investments, and future may be tied to a single company.

RSUs and stock options are not just a benefit. The slower summer weeks are an opportunity to move from awareness to action, deciding ahead of your next vesting event whether shares will be sold, held, or reallocated, rather than defaulting to inertia. We share how to think about your equity compensation more strategically from Stacey Chin:

https://bit.ly/4wXE7Fc

Here's how high earning professionals can make smarter decisions about RSUs and stock options before the next vesting event.

06/02/2026

Unlike a mortgage or an education, a wedding doesn't create long-term financial value, and these loans often come with high interest rates. While a wedding is deeply meaningful, in the end, it's still just one day. Long-term financial health deserves just as much consideration.

The most important thing is how you make decisions together. Early money conversations set the tone for your partnership and help build trust, clarity, and confidence long after the wedding is over.

Our team member, Hallie Kraus, CFP®, CRPC®, shares some common issues that arise while planning for a wedding financially, and how you can work with your partner to avoid unnecessary hardships.

05/28/2026

We are proud to share that Stacey Chin, CFP®, ChFC®, Private Wealth Advisor and CIO at Treehouse Wealth Advisors, has been named to AdvisorHub's Women Advisors to Watch 2026 list. This recognition reflects Stacey's commitment to her clients, her leadership within the firm, and her dedication to raising the bar for women in wealth management. Advisors are evaluated on scale, growth, and professionalism, including community involvement and mentorship, and investment performance is not a criterion.

Stacey's work is a testament to what it looks like when a financial advisor leads with both expertise and genuine care. We are incredibly proud of this well-deserved recognition and grateful every day to have her on the Treehouse Wealth team.

No compensation was paid to apply for or promote this ranking. The ranking may not be representative of any one client's experience and is not indicative of future performance.