Kimberlee Bouska, CFP, Addison Avenue, Raymond James Financial Advisor

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Kimberlee Bouska, CFP, Addison Avenue, Raymond James Financial Advisor Create and implement comprehensive financial plans so that you feel confident that you are making the best decisions towards achieving your financial dreams.

Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities 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 Social Security Administration has announced a 3.6% cost-of-living adjustment for 2027. While the increase may affec...
10/23/2026

The Social Security Administration has announced a 3.6% cost-of-living adjustment for 2027. While the increase may affect monthly benefit amounts, it can also be a useful time to revisit retirement income, spending needs and how Social Security fits into a broader financial plan:

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Whether you're enrolling for the first time or updating your coverage, use this guide to work through the process and en...
10/22/2026

Whether you're enrolling for the first time or updating your coverage, use this guide to work through the process and ensure your plan fits your needs.

raymondjames.com

Great outcomes start with personal connections. We're proud to celebrate CCU Wealth Strategies and Addison Avenue Invest...
10/21/2026

Great outcomes start with personal connections. We're proud to celebrate CCU Wealth Strategies and Addison Avenue Investment Services, along with Directors Laura Sumner and Steve Poole, for earning recognition as Kehrer's 2026 Top Directors in Credit Unions. Thank you for your dedication to helping members pursue their financial goals.
https://www.raymondjamesconnect.com/aB8ngv

10/19/2026

healthnewshub.org

American families now take many forms as fewer adults marry or have children and more people build households outside tr...
10/16/2026

American families now take many forms as fewer adults marry or have children and more people build households outside traditional roles, reshaping how we think about care, connection and the future:

raymondjames.com

Many retirees face a common question: Should your assets support today's lifestyle, tomorrow's legacy, or both?The answe...
10/15/2026

Many retirees face a common question: Should your assets support today's lifestyle, tomorrow's legacy, or both?

The answer often starts with understanding the role each asset plays within your overall financial plan.

When every dollar has a purpose, you may gain greater confidence in both your retirement goals and the legacy you hope to leave behind.

A thoughtful review can help uncover opportunities and bring greater clarity to long-term planning decisions.

Cybersecurity doesn't have to be complicated. A few simple steps can go a long way toward helping protect your accounts,...
10/14/2026

Cybersecurity doesn't have to be complicated. A few simple steps can go a long way toward helping protect your accounts, devices and personal information. Check out these seven tips to help keep your data secure.
https://www.raymondjamesconnect.com/aehXQa

Strategic adjustments now can have major tax benefits later. Find out what moves you could make before year end:
10/14/2026

Strategic adjustments now can have major tax benefits later. Find out what moves you could make before year end:

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170 NE 192nd Avenue Suite 401
Beaverton, OR
98684

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