06/12/2024
Raising problem-solvers: When teaching your kids about business, emphasize the planning process
Four ways to teach your kids about business www.raymondjames.com
Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Shawn Weidmann, Financial Advisor with Raymond James, Financial planner, 201 NE Park Plaza Drive Suite 261, Vancouver, WA.
I help my clients plan for their future and build their legacy, by offering an array of personalized services, support and guidance that can help make a positive difference in the pursuit of your financial goals.
06/12/2024
Raising problem-solvers: When teaching your kids about business, emphasize the planning process
Four ways to teach your kids about business www.raymondjames.com
06/01/2024
In giving your child the gift of financial literacy, you're helping set them up for a brighter future. Through a purposeful approach, we can all do our part to raise the next generation of resourceful citizens.
05/29/2024
Loss aversion is natural - nobody wants to lose money, of course. But when loss aversion becomes too strong, it can be more hindering than helpful. Here are a few ways to strike a balance.
Unpacking the psychology of loss aversion www.raymondjames.com
Positive changes now can improve your mental health later on...
03/05/2024
Explore how these "backdoor" strategies can help boost your savings.
Through the back door to bigger retirement savings www.raymondjames.com
12/01/2023
Take a look at some key financial resolutions that can help you start the year off right.
11/22/2023
Warm weather and beautiful scenery aren't the only ingredients for a good retirement location. Consider taxes and other location-based expenses:
11/17/2023
Should you stay invested through the 2024 Election?
What typically happens to the stock market in election years? www.youtube.com
11/17/2023
Converting a traditional IRA to a Roth can mean tax-free withdrawals in retirement and a more substantial inheritance for heirs. Is it right for you?
Should you convert your traditional IRA to a Roth? www.raymondjames.com
11/15/2023
Here's a good reminder that consistent exposure to the market is more predictive of long term success than a timing strategy.