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Why You Need a Paper Estimate
The importance of getting an OR PERS paper estimate for your retirement planning.
Read MoreDo you have Oregon Savings Growth Plan?
Self directed options for your Oregon Savings Growth Plan.
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Grow Your Wealth Through Small, Consistent Habits
Building wealth in today's economy may feel like an uphill battle. But, with careful planning and consistent steps, saving and investing to build wealth is still possible..
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11 Financial Tips To Make Caregiving Easier
Caregivers generally tend to their elderly/disabled family members as a labor of love, but it can also be taxing for them financially and otherwise. These 11 tips can help you manage the financial side of caregiving...
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Understanding Guardianship For Older Adults
One day you may find yourself involved in guardianship proceedings for an elderly parent or relative. Here’s an overview of what guardianship means today, how the court evaluates the adult, and what you need to know...
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Holistic Help For Caregivers Of Aging Parents
An integrative caregiving strategy can help you contain costs and take advantage of the various planning and health care resources available...
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How To Start The Family Caregiving Discussion
Nobody looks forward to discussing finances and elder care with their parents, but every family needs to do it. These tips will help you start the conversation now and get a plan in place before you urgently need it...
Read More9 Facts About Retirement
Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable endeavor. Regardless of what approach you intend...
Read MoreBefore They Leave: An 8-Point Checklist for Clients Sending a Child Off to College
Before They Leave: An 8-Point Checklist for Clients Sending a Child Off to CollegeAlmost all parents can agree that sending a teen off to college is an exciting time: 18 years of preparation have gone into this moment of stepping into...
Read MoreLast chance checklist
Shape up your personal finances for a great year-end! Fall is an ideal time to examine your financial health and update your financial strategies. Here is a list of important things to review that might make a difference in your...
Read MoreBuilding Health Care Costs into Retirement
Health care planning is a sensitive subject that often takes you and your advisor places you don’t want to go. But given rising expenses, no retirement plan is complete without some kind of provision for health care needs. Here...
Read MoreInflation Fears Fuel Rotation Out of Growth Stocks
Investors increasingly fear inflation and its impact to both stocks and bonds. Bond investors are demanding higher yields to compensate them for inflation’s effect on purchasing power. This impacts stocks, because higher...
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