Where do you see yourself when you picture the later years of retirement? Are you at home, in an independent …
What is a Trust and Why Might You Need One?
You spend your life accumulating “stuff” – savings, a home, your favorite pieces of art, that timeshare in Mexico, even your …
Oregon Retirement Tax Tips: 7 Things Oregonians Need to Know About the Impact of Taxes on Your Retirement Income Plan
Retirement income is one of the most important pieces of your retirement plan – how else are you going to pay …
Meet the Team: Jennifer Mast, Senior Client Services Associate
Welcome to our latest “Meet the Team!” This week, we’re getting to know our Senior Client Services Associate, Jennifer Mast. …
3 Tips for Protecting Your Retirement Income In a Volatile Economy
Between market volatility, an extreme real estate market, the debt ceiling negotiations – many people are feeling anxious about their retirement …
What Financial Steps Should You Take When Your Spouse Receives a Cancer Diagnosis?
When I was 43 years old, a lot of things changed very quickly. My father passed away from Alzheimer’s, I …
The Beginner’s Guide to Estate Planning
If we have one mantra we repeat with our clients regarding estate planning, it’s this: If you don’t make a …
Finances 101: What to Do When Your Spouse Receives a Terminal Diagnosis
Nothing rocks your world more than a terminal diagnosis, especially when it hits your life partner. It’s easy to panic …
Meet the Team: Kim Hall, CFP®, RLP®, GFP®, Director of Financial Planning
Welcome to our latest “Meet the Team!” In this episode, you’ll get up close and personal with one of the …
What is Available for Widow’s Benefits and How do You Qualify?
Losing a spouse is life-changing, and the grieving process can be made even more difficult when faced with financial challenges. …
