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Practical insights from our advisors on planning, investing and living well.
Financial Planning for a New Baby
  • Financial Planning, Mindset & Lifestyle

Financial Planning for a New Baby

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
5 Ways to Give to Charity Without Straining Your Finances
  • Estate Planning & Giving, Financial Planning

5 Ways to Give to Charity Without Straining Your Finances

Generosity doesn’t have to come with financial stress. There are still ways that you can give back to charity or

  • 2 min read
Retiring with Oregon PERS: What You Need to Know
  • Retirement Planning

Retiring with Oregon PERS: What You Need to Know

Retirement planning can feel complicated, especially if you’re part of the Oregon Public Employees Retirement System (PERS). Between the different benefit programs, payout

  • 2 min read
Ways to Save This Thanksgiving
  • Financial Planning, Mindset & Lifestyle

Ways to Save This Thanksgiving

Thanksgiving and the holidays can be expensive. In fact, last year, Americans spent over $980 million on thanksgiving turkeys with 36% of hosts having to take on

  • 2 min read
Don’t Get Spooked by Taxes: Year-End Planning Tips
  • Retirement Planning, Tax Planning

Don’t Get Spooked by Taxes: Year-End Planning Tips

As the leaves change and pumpkins appear on porches, it’s also time to think about year-end tax planning. While the

  • 2 min read
How Changing Interest Rates Could Affect Your Money in Retirement
  • Investing & Markets, Retirement Planning

How Changing Interest Rates Could Affect Your Money in Retirement

Interest rates have been moving in 2025, and for investors and retirees, even small changes can have a big impact.

  • 2 min read
Distribution Planning: Turning Savings into Retirement Income
  • Retirement Planning, Tax Planning

Distribution Planning: Turning Savings into Retirement Income

Most of us spend decades working hard and building our savings. This phase is often called the accumulation stage, or

  • 3 min read
A Local’s Guide to Retirement Planning in Corvallis, Oregon
  • Retirement Planning

A Local’s Guide to Retirement Planning in Corvallis, Oregon

Retirement isn’t a finish line, it’s a new beginning. And for those who call Corvallis home (or are considering it),

  • 3 min read
What Inflation Means for Your Retirement Plan
  • Investing & Markets, Retirement Planning

What Inflation Means for Your Retirement Plan

Inflation is a silent force that can chip away at your savings without you noticing until suddenly your dollars don’t

  • 2 min read
Smart Business Planning on the Oregon Coast: What Every Owner Should Know
  • Financial Planning

Smart Business Planning on the Oregon Coast: What Every Owner Should Know

As someone who grew up on the Oregon coast and now works with business owners across this beautiful region, I’ve

  • 2 min read
The One Big Beautiful Bill Just Passed. Here's What it Means for Your Financial Plan.
  • Investing & Markets, Retirement Planning

The One Big Beautiful Bill Just Passed. Here’s What it Means for Your Financial Plan.

We’re here to help you cut through the noise and focus on what matters, especially when policy changes could impact

  • 2 min read
A Local’s Guide to Retirement Planning in Salem, Oregon
  • Retirement Planning

A Local’s Guide to Retirement Planning in Salem, Oregon

Retirement isn’t just about stepping away from work, it’s about stepping into the life you’ve worked hard to build. In

  • 2 min read
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