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 …
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 …
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 …
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. …
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, …