Kris West- Financial Advisor

Kris West- Financial Advisor I help families and busy people take the stress and anxiety out of their finances. Important Disclosure Information: http://raymondjames.com/smicd.htm

Securities offered through Raymond James Financial Services, Inc., member
FINRA/SIPC, and are 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.

The last three years have seen extraordinary market turbulence, with a new "normal" established seemingly every year. Ta...
12/18/2023

The last three years have seen extraordinary market turbulence, with a new "normal" established seemingly every year. Take a look back and a peek ahead at ways we can navigate turbulent markets.

www.raymondjames.com

The markets responded with enthusiasm to lowering inflation and the potential end of the Fed's rate hikes, nearing or ex...
12/05/2023

The markets responded with enthusiasm to lowering inflation and the potential end of the Fed's rate hikes, nearing or exceeding many headline indices' year-to-date highs. Read more in our November market recap.

www.raymondjames.com

Caregivers, whether family members or professionals, tasked with providing you with exceptional care can also be affecte...
12/02/2023

Caregivers, whether family members or professionals, tasked with providing you with exceptional care can also be affected by consequences, such as financial implications that create a cycle of stress affecting both the caregiver and the person in need of care. Long-term care planning is vital to prioritizing you and your family's well-being. Let's work together to create a plan for your future.

Review key market closures and financial deadlines for this season, as well as some timely tips for keeping your finance...
11/21/2023

Review key market closures and financial deadlines for this season, as well as some timely tips for keeping your finances on track.

www.raymondjames.com

Converting a traditional IRA to a Roth can mean tax-free withdrawals in retirement and a more substantial inheritance fo...
11/14/2023

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?

www.raymondjames.com

Taking Social Security benefits is an important part of your retirement plan. Here are 5 questions to ask yourself as yo...
11/07/2023

Taking Social Security benefits is an important part of your retirement plan. Here are 5 questions to ask yourself as you work with your advisor to prepare your strategy.

www.raymondjames.com

There are a few assumptions in this article I'd like to get more data on but this is a very interesting perspective
11/03/2023

There are a few assumptions in this article I'd like to get more data on but this is a very interesting perspective

fortune.com

The Social Security COLA increase of 3.2% is designed to provide recipients with a cost of living adjustment commiserate...
10/23/2023

The Social Security COLA increase of 3.2% is designed to provide recipients with a cost of living adjustment commiserate with overall inflation. While 2024's increase is lower than the two prior years, it is still intended to help reduce the effects of inflation.

www.raymondjames.com

Maximize your benefits by debunking some common Social Security myths and misconceptions.
10/16/2023

Maximize your benefits by debunking some common Social Security myths and misconceptions.

www.raymondjames.com

While they're all pretty easy to incorporate into life, more than half of those polled said they don't enjoy life's simp...
10/12/2023

While they're all pretty easy to incorporate into life, more than half of those polled said they don't enjoy life's simple pleasures enough and others felt like they don't have enough time to. Here are a few ways to add more of what makes you happy.

www.raymondjames.com

High-net-worth individuals with variable income risk eroding their wealth without the right money management processes i...
10/06/2023

High-net-worth individuals with variable income risk eroding their wealth without the right money management processes in place. Learn a simple strategy that is foundational to your financial planning:

www.raymondjames.com

How do fraudsters compromise email accounts, and what steps can you take to protect yours? Review timeless tips for side...
10/06/2023

How do fraudsters compromise email accounts, and what steps can you take to protect yours? Review timeless tips for sidestepping both high- and low-tech scams.

www.raymondjames.com

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Sammamish, WA
98075

Telephone

+14257023148

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