Kimberlee Bouska, CFP, Addison Avenue, Raymond James Financial Advisor

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Kimberlee Bouska, CFP, Addison Avenue, Raymond James Financial Advisor Create and implement comprehensive financial plans so that you feel confident that you are making the best decisions towards achieving your financial dreams.

Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

American families now take many forms as fewer adults marry or have children and more people build households outside tr...
10/16/2026

American families now take many forms as fewer adults marry or have children and more people build households outside traditional roles, reshaping how we think about care, connection and the future:

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Many retirees face a common question: Should your assets support today's lifestyle, tomorrow's legacy, or both?The answe...
10/15/2026

Many retirees face a common question: Should your assets support today's lifestyle, tomorrow's legacy, or both?

The answer often starts with understanding the role each asset plays within your overall financial plan.

When every dollar has a purpose, you may gain greater confidence in both your retirement goals and the legacy you hope to leave behind.

A thoughtful review can help uncover opportunities and bring greater clarity to long-term planning decisions.

Cybersecurity doesn't have to be complicated. A few simple steps can go a long way toward helping protect your accounts,...
10/14/2026

Cybersecurity doesn't have to be complicated. A few simple steps can go a long way toward helping protect your accounts, devices and personal information. Check out these seven tips to help keep your data secure.
https://www.raymondjamesconnect.com/aehXQa

Strategic adjustments now can have major tax benefits later. Find out what moves you could make before year end:
10/14/2026

Strategic adjustments now can have major tax benefits later. Find out what moves you could make before year end:

raymondjames.com

With fraudsters now testing the limits of artificial intelligence, it can be difficult to trust your own eyes and ears. ...
10/07/2026

With fraudsters now testing the limits of artificial intelligence, it can be difficult to trust your own eyes and ears. Here's what to prepare for in a new world of scams:

raymondjames.com

Curious about AI but not sure where to start? Chatbots are an easy way to explore the possibilities. Check out these fiv...
10/07/2026

Curious about AI but not sure where to start? Chatbots are an easy way to explore the possibilities. Check out these five beginner-friendly uses for AI:

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Benefits can be one of the strongest ways employers demonstrate their commitment to employees. Recent research shows tha...
10/06/2026

Benefits can be one of the strongest ways employers demonstrate their commitment to employees. Recent research shows that well-structured benefits are linked to higher employee loyalty, reinforcing the value of supporting long-term financial well-being. A thoughtful benefits strategy can help strengthen retention while fostering a more engaged workforce.

The enrollment period ends on December 7, and changes made during this window generally take effect January 1. If you ha...
10/05/2026

The enrollment period ends on December 7, and changes made during this window generally take effect January 1. If you have not yet reviewed your Medicare coverage for next year, there is still time to evaluate your options. Take a moment to review your Medicare coverage with Chapter, a trusted advisory service provider, to ensure your plan still supports your health and financial goals. Read the one-pager to get started.

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170 NE 192nd Avenue Suite 401
Beaverton, OR
98684

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