OUR BLOG
To help you better understand your financial needs or assess your current investment and retirement strategies, we post a weekly blog. We hope you find these retirement and financial insight blogs helpful.
Navigating Medicare can feel overwhelming, especially as you approach retirement. Whether you’re in Washington or Oregon, understanding the basics of Medicare can help you make informed healthcare decisions and avoid costly mistakes. This guide will walk you through the key parts of Medicare, enrollment timelines, and state-specific considerations for retirees in the Portland Metro area….
As the leaves turn shades of red and orange, fall becomes one of the best times of the year to enjoy family activities in Portland. Whether you’re a grandparent looking to make lasting memories with your grandchildren or planning a multigenerational outing, there’s something for everyone from pumpkin patches and cozy theaters to basketball games…
Retirement is a significant life milestone that marks the end of one chapter and the beginning of another. While the idea of leaving the workforce may sound relaxing, transitioning to retirement requires careful planning, both financially and emotionally. Here are essential steps you can implement to help ensure a smoother and more fulfilling shift into…
When it comes to smart retirement planning in the Pacific Northwest, tax strategy matters and Roth conversions can be an especially powerful tool for many retirees and pre-retirees in Portland, Oregon and Vancouver, Washington. What Is a Roth Conversion? A Roth conversion lets you transfer money from a tax-deferred account like a traditional IRA or…
This is a quick-reference guide to help you navigate the financial and legal tasks that follow the death of a spouse in Washington. 1. Get Certified Death Certificates Request 10–12 certified copies Order through: WA Dept. of Health – Vital Records1 2. Gather Important Documents You’ll need: Will or trust Marriage certificate Social Security number…
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