Advitica Financial Planning

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Advitica Financial Planning Advitica Financial Planning is a comprehensive financial planning firm dedicated to helping individua

Advitica Financial Planning, LLC is an financial advisory firm that focuses on helping clients achieve their goals through careful listening and comprehensive financial planning. Advitica Financial Planning, LLC is a registered investment advisor in the State of Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Please know that any “likes” or “follows” cannot and should not be construed as an endorsement of our professional services.

Somehow the internet found this excellent series from the 80's. Produced by Milton Friedman, this episode talks about t...
11/21/2025

Somehow the internet found this excellent series from the 80's. Produced by Milton Friedman, this episode talks about the causes and cure for inflation, with many illustrative historical examples.

Inflation results when the amount of money printed or coined increases faster than the creation of new goods and services. Money is a ''token'' of the wealth...

Transfer on death agreements can be a convenient way to transfer wealth, especially when they align with one’s overall e...
05/16/2025

Transfer on death agreements can be a convenient way to transfer wealth, especially when they align with one’s overall estate plan, but they do have limitations and some unforeseen consequences. This article provides an excellent summary of the benefits and challenges of using a transfer on death provision with real estate.

Home equity has ballooned in recent years, but people who use a new way to pass it on can run into trouble

Trade is important for our economy and to help us maintain high levels of employment. Let’s prioritize good relationshi...
04/20/2025

Trade is important for our economy and to help us maintain high levels of employment. Let’s prioritize good relationships and friendships with other countries - it’s in everyone’s interest.

International economic integration will continue, with or without the U.S. — and China will benefit most.

The Social Security tax torpedo is real but the impact is on a narrow band of income: single individuals with income be...
08/10/2024

The Social Security tax torpedo is real but the impact is on a narrow band of income: single individuals with income between $25,000 and $34,000 and joint filers with income between $35,000 and $44,000. A good financial advisor will have software that can model your income to understand if you are effected by this quirk of the tax code and if there are ways you can reduce its impact.

The complicated way Social Security is taxed can catch middle-income earners by surprise.

Are the recent market market swings a premonition of a big event? The financial press seems to want you to think so. B...
08/02/2024

Are the recent market market swings a premonition of a big event? The financial press seems to want you to think so. But they don't know.

A better defense than trying to play roulette with stocks is to employ a diverse strategy that is more likely to have resilience in the face of various market environments. Of course with markets, there is no guarantee against loss!

The narrative on Wall Street is shifting.

Charitable Giving would likely be helped if more people could take advantage of the tax benefits like the pandemic above...
07/11/2024

Charitable Giving would likely be helped if more people could take advantage of the tax benefits like the pandemic above the line deduction.

Did you donate to charity in the past, but no longer do so?

Address

400 Union Avenue SE
Olympia, WA
98501

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+13602929314

Website

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