Insights for every stage of your financial life
Practical guidance from our advisors on retirement, taxes, investing, estate planning and living well, so you can make confident decisions about your money.
- Financial Planning, Mindset & Lifestyle
It’s no secret that having a child is expensive. In fact, the average cost of raising a child from birth to 18 is nearly
- 2 min read
Latest articles
- Financial Planning
The Oregon College Savings Plan is a 529 savings account that has special tax advantages to help people save for educational expenses like tuition,
- 1 min read
- Investing & Markets
Investors are enjoying the longest bull market ever, but two camps of thought still exist. One camp points to the
- 2 min read
- Investing & Markets
Have a Game Plan – Benjamin Franklin said it best, “If you fail to plan, you are planning to fail”.
- 2 min read
- Retirement Planning
What is your dream retirement? When retirement day arrives will you be ready? More importantly, will your nest egg sustain
- 2 min read
- Financial Planning
As the leaves start to change and the pumpkin spice lattes are back in the coffee shops, we know fall
- 2 min read
- Fraud & Security
Protecting your identity is crucial in this digital age we live in. The IRS recently launched an educational campaign called
- 2 min read
- Investing & Markets
During volatile times, many investors get nervous and begin to question their fundamental investment decisions and choices. This is especially
- 2 min read
- Financial Planning
Did you know that the first week of August is National Simplify Your Life week? Simplifying your financial life can
- 1 min read
- Financial Planning
What does it mean to live your life with intention? We’ve all been in a situation when things didn’t go
- 2 min read
- Investing & Markets
Investing is a marathon, not a sprint. The best advice I can give when helping clients invest smarter is to
- 2 min read
- Financial Planning
I recently came across a Facebook post on self-forgiveness and it piqued my curiosity. I stopped scrolling and starting reading.
- 2 min read
- Financial Planning
As Father’s Day approaches I thought I would write about how Fathers can shape their children’s financial life. According to
- 1 min read
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