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Below you'll find a list of all posts that have been categorized as “Financial Planning”

current market

What You Need to Know About the Current Market

With increased inflationary pressures, increases in interest rates, and talk of a slowing economy, we feel it would be helpful …

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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 …

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protect passwords

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 …

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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.  …

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protect your assets in retirement

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 …

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grow your savings

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 …

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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 …

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save for retirement

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 …

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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 …

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how to read your PERS statement

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 …

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