The Snider Insider

Last Month at SFG

King County Developmental Disabilities and Early Childhood Supports Resource Fair

Sheldon Sweeney, Wealth Advisor and Special Needs Planner, hosted a table at the Resource Fair and had such a great time meeting so many King County community members. Sheldon's passion for helping those with special needs truly shined while giving back to the community and helping provide financial guidance to those in need.

This Month at SFG

Celebrating 25 years of SFG

Snider Financial Group is turning 25 this month! We couldn't have made it this far without you, our wonderful clients, so we're hosting a party at our office to celebrate. Come join the celebration and enjoy a delicious ice cream treat, have the chance to win one of our raffle prizes, and spend the afternoon letting us honor you. Friends and Families welcome!

RSVP to Join the Celebration!

Best in the PNW

We’re proud to be nominated as one of the Best in the PNW! If you’ve enjoyed working with the SFG team, we’d be so grateful for your vote. Voting is allowed once per day.

Voting is open June 8–26.

Vote for SFG

Stay Up to Date on Our Blog

Trump Accounts: What Parents and Investors Need to Know

Written by Chris Boisjolie, Director of Investments

As part of the “One Big, Beautiful Bill Act” (OBBBA), Congress introduced a new savings vehicle for children called “Trump Accounts” (or 530A accounts), which are designed to help families invest into their children’s financial futures. Enrollment is now live and can be done through the IRS form 4547, but the program officially launches on July 4^th, 2026.

Read the Full Blog Post Here

Five Summer Activities & Your 2026 Tax Returns

Summer is a time for relaxation, adventure, and making memories. While it's a season to enjoy, it's also a great opportunity to stay mindful of activities that could impact your tax returns.

Read the Full Blog Post Here

Have Any Questions?

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Snider Financial Group

425-453-7080 | team@sniderfinancialgroup.com | 12505 Bel-Red Rd Ste 200

Bellevue, Washington, 98005

Snider Financial Group was awarded the Best in the PNW 2024 Bronze award on September 22^nd, 2024, and the Best in the PNW 2025 Silver award on September 21^st, 2025, based on public nomination and voting. The Best in the PNW award is created by The Seattle Times, and award criteria and rating information can be obtained on https://www.shopbestinthepnw.com/official-rules. Snider Financial Group was awarded the America’s Top 100 Financial Advisory Firms in 2026 designation on November 14^th, 2025 based on our company's performance over the past 5 years. The America’s Top 100 Financial Advisory Firms in 2026 designation is created by Newsweek, and award criteria and rating information can be obtained on https://rankings.newsweek.com/americas-top-financial-advisory-firms-2026.Services offered through Snider Financial Group a Registered Investment Advisor. This message and any attachments contain information which may be confidential and/or privileged and is intended for use only by the addressee(s) named on this transmission. If you are not the intended recipient, or the employee or agent responsible for delivering the message to the intended recipient, you are notified that any review, copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately by e-mail or by telephone and (ii) destroy all copies of this message. If you do not wish to receive marketing emails from this sender, please send an email to team@sniderfinancialgroup.com.

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