With increased inflationary pressures, increases in interest rates, and talk of a slowing economy, we feel it would be helpful …
Estate Planning 101: Making Sense of Digital Assets
Estate planning isn’t anyone’s idea of a good time – but it’s one of the most important steps you can …
Ready to Protect Your Passwords? 5 Simple Steps to Increase Your Digital Security
When it comes to protecting your personal information, the internet is a major pain point. Think about it – you store …
Why We’re Proud to Partner with Lumina Hospice in Corvallis
Years ago, my mother and I dealt with an unenviable (yet not uncommon) situation: my father was dying from Alzheimer’s. …
Retirement Tools Part 3: Protect Your Assets
You’ve saved your money and grown your money – now there is just one final crucial step to the retirement …
Retirement Tools Part 2: Grow Your Savings
So you’ve done the hard work and saved up some money for your retirement – now what? The foundation of any …
How to Read Your PERS’ Oregon Public Service Retirement Plan (OPSRP) Statements
The OPSRP Pension Program is a great benefit for Oregon employees, but their statements tend to be a little hard …
Tools of Retirement Planning, Part 1: Saving
“It takes a village to raise a child” – and to plan for retirement. Although it may not seem obvious …
8 Common Misconceptions about Social Security
Social Security is a major source of income for retirees, with an average of about 65 million Americans receiving the …
How to Read Your PERS Statements Part 1
by Kay Dee Cole, CFP®, RLP®, CeFT® and Dr. Kim Hall, CFP®, RLP®, GFP® The Public Employee Retirement System, also …