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Not All Financial Advice Is Created Equal

In 2021, not all financial advice is created equal. But most consumers don’t know that. 😞 You might want to ask yourself, do I want my financial advice coming from a fiduciary, someone bound by law (not hopes, dreams or a prayer) to put my interests first? Subscribe to my newsletter. I say 𝑯𝒆𝒍𝒍 𝒀𝒆𝒂𝒉! And you should get it …

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Women’s Circle * March 8, 2021 *

In by Angie Furubotten-LaRosee, CFP®

Women’s Circle* March 8, 2021 * A Safe Space For Women To Talk About Finances RSVP to angie@aveafp.com or text to 509-402-2808 Angie Furubotten-LaRosee, CFP® financial advisor and founder of Avea Financial Planning, is excited to host our next Women’s Circle.  We’ll talk about all things financial but focus on believing in our limitless potential. A Women’s Circle is a …

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Women’s Circle * Dec 7, 2020 *

In by Angie Furubotten-LaRosee, CFP®

Women’s Circle Dec. 7, 2020     A Safe Space For Women To Talk About Finances To RSVP text the phrase Women’s Circle to 509-402-2808 and you’ll receive the link to attend. Time: 6:00 pm for about 2 hours. Where:  Online Address: Angie’s cell: 509-402-2808 RSVP:   Call/text/email or use Facebook RSVP by that Monday. A Women’s Circle is a way of creating …

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Clock is Ticking on 2020 Tax-Saving Strategies

Subscribe to my newsletter. Many of these 2020 tax-saving strategies expire December 31st. Year-end is the perfect time to do tax planning. And what a tax year 2020 has been! In this blog, I talk about urgent 2020 tax-saving strategies that can still be taken advantage of before the New Year’s ball drops. COVID-19 Related Distributions and Retirement Plan Loans …

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Estate & Long-Term Care Planning Webinar

In by Angie Furubotten-LaRosee, CFP®

Estate & Long-Term Care Planning Webinar How to Protect Your Nest Egg & Pay for Long-Term Care   Free Webinar, Registration Required. Register here for the Zoom meeting. Webinar opens at 5:00 and begins promptly at 5:15 pm. Estate & Long-Term Care Planning.   Long-term care and estate planning are two financial life planning areas that everyone can benefit from. …

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Crush Fear! Confidently Manage Your Investments!

In by Angie Furubotten-LaRosee, CFP®

Crush Fear! Confidently Manage Your Investments! Free to attend but Register Here or text 509-402-2808. You know you need to save and invest, now more than ever, but how? Come learn. Watch video! Here’s what you will learn: – How to get started, what steps to take. – Tools and resources to help you analyze your investment choices. – What …

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How To Put Together An Investment Portfolio

In by Angie Furubotten-LaRosee, CFP®

How To Put Together An Investment Portfolio Free to attend but Register Here or text 509-402-2808. You know you need to save and invest but how? Come learn. Watch video! Here’s what you will learn: – How to get started, what steps to take. – Tools and resources to help you analyze your investment choices. – What types of accounts …

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Women’s Circle * Sept 14, 2020 *

In by Angie Furubotten-LaRosee, CFP®

Women’s Circle* Sept 14, 2020 * A Safe Space For Women To Talk About Finances RSVP to angie@aveafp.com or text to 509-402-2808 Angie Furubotten-LaRosee, CFP® financial advisor and founder of Avea Financial Planning, is excited to host our next Women’s Circle.  We’ll talk about all things financial but focus on believing in our limitless potential. A Women’s Circle is a …

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Celebrating Dreams

In by Angie Furubotten-LaRosee, CFP®

Celebrating Dreams Event and Showcase RSVP here. No cost to attend this online showcase. Celebrating Dreams Celebration  –  View my listing here. July 30, 2020  6 – 7:30 pm My firm, Avea Financial Planning, LLC, a fiduciary, fee-only financial firm, is honored to have been selected as a featured Washington woman-owned business and to participate in the Celebrating Dreams event, showcasing …

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#1 Threat To Your Investment Success

Subscribe to my newsletter. There is the obvious advice that certainly you’ve heard again and again. Set clear and realistic long-term goals. Keep investing regardless of market fluctuations. Diversify, don’t put all your eggs in one basket. Select quality low-cost globally diversified investments. Seek out a fiduciary professional to support the financial side of your life. All great advice, especially …

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PPP Loan – Major Update

PPP Loan Update Today is June 11, 2020.  There is a major PPP loan update that means more time and more flexibility for businesses. Take a listen.   Subscribe to my newsletter. Here’s a summary of important PPP Loan changes. Business Impact NW is a great resource for Washington Businesses. ✔️ Extended “covered period” (loan use period) for loan forgiveness from …

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Women’s Circle * June 1, 2020 * A Safe Space For Women To Talk About Finances

In by Angie Furubotten-LaRosee, CFP®

Women’s Circle* June 1, 2020 * A Safe Space For Women To Talk About Finances RSVP to angie@aveafp.com or text to 509-402-2808 Angie Furubotten-LaRosee, CFP® financial advisor and founder of Avea Financial Planning, is excited to host our next Women’s Circle.  We’ll talk about all things financial but focus on believing in our limitless potential. Women’s Circles are a way …

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Estate & Long-Term Care Planning Webinar

In by Angie Furubotten-LaRosee, CFP®

Estate & Long-Term Care Planning Webinar How to Protect Your Nest Egg & Pay for Long-Term Care   Free Webinar, Registration Required. Register here for the Zoom meeting. Webinar opens at 5:00 and begins promptly at 5:15 pm. Estate & Long-Term Care Planning.   Long-term care and estate planning are two financial life planning areas that everyone can benefit from. …

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Women’s Circle * April 13, 2020 * Virtual Style!! – A Safe Space For Women To Talk About Finances

In by Angie Furubotten-LaRosee, CFP®

Women’s Circle* April 13, 2020 * A Safe Space For Women To Talk About Finances Click here to register.  This one is virtual, ladies, on Zoom so registration is required. Angie Furubotten-LaRosee, CFP® financial advisor and founder of Avea Financial Planning, is excited to host a mid-quarter Women’s Circle.  With so much going on it seems like the right time to …

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Going Live To Set You Up For Post Crisis Financial Success

Today is April 10, 2020. Happy Good Friday Everyone. Going Live To “Set You Up For Financial Success” Experiment Two-Week Wrap Up. I’ve been doing Facebook Lives every weekday at 11:35 am for 2 weeks now and plan to continue for the time being. I was hoping to be able to the same on LinkedIn, but they haven’t allowed everyone …