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- Investing & Markets
As the year draws to a close and a new decade begins, I am mindful of how far we’ve come
- 2 min read
- Retirement Planning
Having helped several widows and children deal with the loss of a loved one this year has me thinking about
- 2 min read
- Mindset & Lifestyle
Thanksgiving Day begins the holiday season and gives us an opportunity to be grateful. When you think of gratitude and
- 1 min read
- 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