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

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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changing careers

10 Survival Tips for Changing Careers

Click here to download our Complete Guide to Changing Careers in Your 50s. The recent Covid-19 pandemic has made a …

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help your aging parents get organized

5 Tips to Help Your Aging Parents Get Organized

Oh, boy. This is a huge undertaking and takes lots of careful planning and perhaps a bit of diplomacy! When …

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Retiring Into the Next Phase of Your Life

Looking ahead at your retirement?  Planning for the next phase of your life is about more than just crunching numbers. …

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Financial new year’s resolutions

Forget Resolutions—Make 2022 the Year You Build Your Life Around Your Values

It’s that time of year again—the time when we all start looking forward. Gym memberships spike, new budgets are set, …

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