Kyle Putnam - Ameriprise Financial Advisor

Kyle Putnam - Ameriprise Financial Advisor Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Kyle Putnam - Ameriprise Financial Advisor, Financial planner, 11201 SE 8th Street #115, Bellevue, WA.

I don’t know about you but I feel like last week was Christmas and this week I put tomatoes in the ground and school is ...
06/04/2026

I don’t know about you but I feel like last week was Christmas and this week I put tomatoes in the ground and school is almost out. A year and its opportunities go by quickly.

Our family is continually balancing what needs to get done with what we want to experience that year and leaving some space for some play. And, within that, there are steps forward we want to make but work and play dominate the schedule.

The intention is there. It just gets pushed a little further out as everything else fills in around it. And suddenly it’s June. And next we’ll blink and the kids will be back in school and it’s Christmas again.

Waiting a year usually doesn’t make or break anything in your finances, but it does cost you momentum. It costs you a year of compounding, which, over 30 years punches above its weight. Life insurance might cost a bit more because you’re a year older. Options may narrow. Mostly, it means you’re sitting with the same questions a year later and meaning to do something about it. And then it’s June again.

This summer, whatever your goal for the year is, just take a step forward before everything else fills in around it. Set the appointment. Book the dance class. Move one thing ahead.

If moving your finances forward is important this year, reach out today: https://bit.ly/4uA9TG9

Most people don’t design their financial life. It’s nice to think we could map it all out when we’re young, but most of ...
06/02/2026

Most people don’t design their financial life. It’s nice to think we could map it all out when we’re young, but most of us were just finding our way and taking opportunities when they made sense.

You buy the starter home you can afford. It might not be in the best neighborhood, but it works. You work your way into a job with a 401(k) and contribute what you can. As a young earner with a mortgage, you probably weren’t maxing it out. You put some money into savings, even if you know it’s not quite enough. You manage the mortgage and do your best to pay off the credit card each month.

Eventually, that cobbled-together effort starts to work and your assets begin to build. You hit a point where things shift—you move from casually building to realizing you actually have something to lose. Retirement starts to come into view, and getting it right takes on a different weight.

This is usually the point where it’s worth taking a step back and taking stock of where you are. Over the course of a few months, make a concerted effort to pull together the results of years of scattered decisions and get them working together. Somewhere in there, there are almost always gaps and opportunities.

Having someone help you step back, see the gaps, and then find realistic ways to fill them can make the whole picture feel a lot more clear—and a lot more manageable. If you are starting to feel that shift and would like some guidance, reach out today: https://bit.ly/4abmSqb

Happy Pride Month! Celebrating individuality, respect, and the many stories that bring our communities together.
06/01/2026

Happy Pride Month! Celebrating individuality, respect, and the many stories that bring our communities together.

When financial decisions aren’t shared, the role of guidance can become even more meaningful.Ameriprise Financial resear...
05/29/2026

When financial decisions aren’t shared, the role of guidance can become even more meaningful.

Ameriprise Financial research shows that among financially solo adults who work with an advisor, guidance supports both confidence and clarity — helping people feel more secure about the future, navigate major decisions, and bring structure to long‑term planning.

Managing finances independently doesn’t mean every decision is made alone.Ameriprise Financial research highlights how m...
05/28/2026

Managing finances independently doesn’t mean every decision is made alone.

Ameriprise Financial research highlights how many financially solo adults seek guidance when navigating major or unfamiliar decisions — especially as they look to the future.

For many financially solo adults, independence isn’t a temporary phase.New research from Ameriprise Financial shows long...
05/27/2026

For many financially solo adults, independence isn’t a temporary phase.

New research from Ameriprise Financial shows long‑term financial autonomy shapes how people set priorities, plan ahead, and define their goals — regardless of future relationship changes.

They did it!But if you have a 529 plan, this is often where the questions start.Is your graduate continuing their educat...
05/26/2026

They did it!

But if you have a 529 plan, this is often where the questions start.

Is your graduate continuing their education? Entering the workforce? Are there other family members who could use those funds? Do you want to roll a portion into a Roth IRA down the road?

Is there anything else worth considering?

After the celebrations, feel free to reach out and talk through the transition from “they did it” to “what’s next?”

Connect today: https://bit.ly/4f9SC2i

Financial independence is sometimes misunderstood as isolating or risky.Ameriprise Financial research shows many financi...
05/26/2026

Financial independence is sometimes misunderstood as isolating or risky.

Ameriprise Financial research shows many financially solo adults feel confident in their financial situation and take pride in managing money on their own.

A closer look at the data offers a more accurate picture of today’s solo adults.

For a second, they got me. Oh, they were good.I got a voicemail telling me a firm had been retained to schedule and deli...
05/21/2026

For a second, they got me. Oh, they were good.

I got a voicemail telling me a firm had been retained to schedule and deliver legal documents to my home or place of employment. They would only make two attempts to deliver the documents, after which the pending matter would proceed without my consent.

Jolt. Fear.

One of the first signs of a scam is the jolt - that feeling that you have done something wrong or that something bad is about to happen. Even with a law degree, I still had the jolt of fear that I was getting served in a lawsuit.

The jolt should be the signal to check the source.

At Ameriprise, we talk with clients about recognizing scams—so they can pause, verify, and protect themselves before reacting.

A quick internet search indicated the number was associated with a scam. No one was suing me. Even then, my brain was temporarily worried that I was in trouble. I even felt the need to double check.

That is how scammers work. They create urgency and fear to override logic and push you into reacting before you verify.

Even very savvy people can be caught up in a scam. Take time to educate yourself before the next one arrives in your inbox. To learn how to identify the red flags of the fake process server scam, here is an article from the Better Business Bureau: https://bit.ly/4eWsTu8

Last night, I attended the first annual Talk with a Farmer dinner in Enumclaw.As someone with a background in horticultu...
05/20/2026

Last night, I attended the first annual Talk with a Farmer dinner in Enumclaw.

As someone with a background in horticulture, I already feel connected to the challenges around farming—but having the chance to sit down and talk one-on-one with farmers was a powerful reminder of what they are up against.

Every season brings uncertainty: weather, market forces, regulation. Farming is a constant balance of adaptation, risk management, land stewardship, and intergenerational planning—work that has to withstand both literal and economic storms.

I also really enjoyed hearing from the passionate students in the local FFA program. Farming isn’t just critical to our economy and maintaining green space—it also gives young people an outlet and a real source of pride. In a world increasingly dominated by screens, engaging with living systems is more important than ever.

If you have the chance to talk with a local farmer or attend an educational event like this, I encourage you to do so. These are hardworking people doing essential work—and it matters that their communities show up and support them.

Address

11201 SE 8th Street #115
Bellevue, WA
98004

Telephone

+14256993505

Website

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