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. …
How Much Does the Average 45-54 Year Old American Have in Savings?
Saving more is on everyone’s minds at this time of year. But how do you compare to your peers? According …
Which States Rank the Highest for Christmas Tree Production?
It may not surprise you that our home state of Oregon is number one in the country for Christmas tree …
2022 Wrap Up: 7 Year-end Tax Planning Questions to Consider
The last weeks of the year are jam-packed with familial obligations and holiday festivities. But in between the eggnog and …
How Much Will Your Thanksgiving Turkey Cost in 2022?
Turkey prices are on the rise – much like everything else these days. But can you guess exactly how much …
Investing in a Bear Market
Investing in a bear market can be scary. Anxiety, concern and fear are normal to feel. Negative outlooks often accompany …
How Much Money Do U.S. Consumers Plan to Spend on Halloween Candy in 2022?
Did you know that U.S. consumers plan to spend over $10 billion on Halloween costs this year? Now that’s a …
What Does a Global Financial Planner Do?
When I was a teenager, my family moved from my home country of South Africa to the United States. While …
