David Hoffert, TwinStar Financial Advisor
Under the Resources tab you can easily find information on investment, insurance, tax and estate planning. These are the core areas of a comprehensive financial plan.
Check back daily for the latest market data, news and commentary. You can even check the investments in your Cetera brokerage account by using the link provided on the upper right hand corner.
As a college senior, I began my career interning for Prudential Financial in Olympia. In 2000, after graduating with a BA in Finance and Administrative Management from Saint Martin's University, I worked as a Financial Planner with Metlife Securities.
In 2005 I joined the TwinStar Financial Advisors team. I am committed to serving as a local source of sound financial information and will be happy to meet at the branch convenient for you.
Please feel free to let me know if there is additional information I can provide that is of interest to you.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
An increasing number have been developed to help individuals with their personal finances.
Even if you’re young and single, you should still consider protecting yourself.
The federal government requires deceased individuals to file a final income tax return.
Here are six flags that may make your tax return prime for an IRS audit.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your capital gains tax.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to assess the potential benefits of a home mortgage deduction.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
What are your options for investing in emerging markets?
Are you ready for retirement? Here are five words you should consider.
Making the most of surprises is a great reason to work with us.
Investors seeking world investments can choose between global and international funds. What's the difference?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
There are a few things to consider when buying or leasing your next vehicle.