Heidi Davis @HeidiDavis2
CFP® Fee Only Independent Financial Advisor located in Bellevue, WA Help clients achieve life goals, develop financial plans, offer advice for a fee columbiafp.com Bellevue, WA USA Joined August 2011-
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Small Cap Index Returns 38% in the last year. Do you have some in your portfolio? Consider your goals and drawbacks before you invest.
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Consider completing an Asset Allocation that is unique to your situation. "Generic" Investment models may miss opportunities for you.
Clients work hard to retire early, but too young for Medicare @ 65 . New HealthCare Act options, gov. tax credits. wahealthplanfinder.org
PBS Frontline "The Retirement Gamble" video.pbs.org/video/23650008… 53 minutes. Fees, costs on investments should be transparent.
Consider working on a projected 1040 for 2013 now. With estimated taxes, you can determine an efficient FIT withholding amount.
With stock market increases, review your company stock and stock options to consider if it's time to sell.
Extra funds for retirement? Consider planning vacation with kids and grandkids- that may be better than inheritance.
When buying a house, look at savings needed for retirement, emergency fund, and "fun" fund. Then "back into" mortgage payment that fits.
If concentration in employer exposure, and have stock and stock options, consider selling stock first."Protect" largest net profit position.
Recent stock market "highs". Clients with Stock Options, consider sale of "deepest in the money" first to protect your net profit.
Offered Advice in Kiplingers Jump Start Retirement live chat. Great questions- asset allocation, tax diversified retirement income drawdown
WA State Guaranteed Education Program "GET", guaranteed college tuition. Peace of mind, higher risk investment opportunities may offer value
Help to retirees in low rate environment, consider low cost single premium annuities. from Pfau and Milevsky-guarantees may offer value.
"Women: How to Destroy Your Finances in 7 Easy Steps." columbiafp.com/cfp-blog/women… … .. More: columbiafp.com @FinSocMedia
Here's my latest financial blog! "Women: How to Destroy Your Finances in 7 Easy Steps." columbiafp.com/cfp-blog/women… .. More: columbiafp.com
Here's my latest financial blog! "Women: How to Destroy Your Finances in 7 Easy Steps." columbiafp.com/cfp-blog/women… … More: columbiafp.com
Here's my latest financial blog! "Women: How to Destroy Your Finances in 7 Easy Steps." columbiafp.com/cfp-blog/women… More: columbiafp.com
Here's my latest financial blog! "Women: How to Destroy Your Finances in 7 Easy Steps." columbiafp.com/cfp-blog/women… More: columbiafp.com
Asset Allocation on your investments, based on research, may determine over 90% of your portfolio's performance.
Great cause. Unicef helping children get clean drinking water. Your donation will be matched to Weds Mar 21. secure.unicefusa.org/site/Donation2…
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