Shawn Weidmann, Financial Advisor with Raymond James
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.
11/14/2023
8 ways to get creative with a 529 plan – to benefit you.
11/10/2023
Working with our Veterans is one of my greatest honors. Thank you to all who have served!
10 Things Veterans and Servicemembers Should Know About Their Benefits www.hartfordfunds.com
11/07/2023
Making the transition from saving for retirement to spending those hard-earned savings can be tough. How do you handle the psychological side of spending those savings? Here are a few tips.
The psychological side of spending your retirement savings www.raymondjames.com
With a new House speaker in place, Managing Director Washington Policy Analyst Ed Mills looks at the Congressional agenda ahead of the Nov. 17 funding deadline.
09/26/2023
Discover the differences between key estate planning documents and how each could factor into your financial plan.
Wills, trusts, POAs and directives: What's the difference? www.raymondjames.com
09/12/2023
After putting the care and consideration into preparing your estate documents, it's important to make those files findable for your heirs when the time comes. Here are some tips for coordinating this hand-off.
Make your files findable when you leave them to your heirs www.raymondjames.com
09/08/2023
All eyes remain on the Fed, but what are they watching?
What do I need to know after summer vacation? am.jpmorgan.com
09/05/2023
Age is just a number, but it matters when it comes to retirement. Here's how you can prepare financially and emotionally:
What time is the right time for retirement? www.raymondjames.com
08/22/2023
Compensation comes in more forms than one might assume--especially at the executive level. Here are a few ways executives receive compensation that might surprise you, and might even inspire you to take a look at your own compensation strategies.
Pay perks: what we can all learn from executive compensation www.raymondjames.com
08/18/2023
Tuition is a significant expense in any financial plan. However, SBLs, or securities-based lines of credit, can offer a potential solution. Read on to find out how these lines of credit compare to student loans:
Comparing SBLs and student loans to cover tuition www.raymondjames.com
08/10/2023
It is exciting that medical research is now providing us with practical ways to preserve our cognitive health. Bad news for those who love fries with their pastrami...
07/26/2023
Following a brief pause in June, the Federal Reserve elected to raise interest rates by 25 basis points at its July FOMC meeting. Discover what this could mean for the future of central bank monetary policy.
Federal Reserve resumes interest rate hikes www.raymondjames.com
07/26/2023
For high-net-worth families, the scheduled December 31, 2025, sunset of the Tax Cuts and Jobs Act's favorable estate tax changes may cause concern. Here are a few things to think about.
As the tax law sunset nears, review savvy gifting solutions www.raymondjames.com
07/11/2023
Pushed forward on AI enthusiasm, the NASDAQ had the best first half of the year in four decades. Meanwhile, a long-expected recession failed to appear, though a key indicator of economic slowdown worsened. Read more in our June market recap.
07/05/2023
Teaching kids about money can be difficult or uncomfortable, but lessons in financial literacy can benefit them for a lifetime. Here is a guide to some of the milestones and lessons you can use to teach the little ones in your life.
The lasting benefit of financial literacy www.raymondjames.com
06/06/2023
When deciding whether to make contributions to your retirement accounts before or after tax, remember to consider all the factors. Here are a few benefits and limitations regarding Roth IRAs.
05/04/2023
Indications are that the Fed is nearing the end of its tightening cycle, however Fed chair Jerome Powell's post-meeting remarks left the door open for more rate hikes in the future, indicating that any action on interest rates would be data dependent.
FOMC raises rates above 5% for first time since 2007 www.raymondjames.com
04/21/2023
Don't let inflation and market volatility provoke a rash change in your retirement strategy. Learn how to potentially reduce inflation risks and why long-term thinking may be your best bet yet.
How to navigate inflation while in retirement www.raymondjames.com
04/19/2023
Are you ready for the Great Wealth Transfer? Find out how you can prepare the generation of tomorrow by sharing your values today.
https://www.raymondjamesconnect.com/aSXosy
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201 NE Park Plaza Drive Suite 261
Vancouver, WA
98684
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