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.
Winter in the Pacific Northwest doesn’t have to be expensive. From cozy indoor escapes to refreshing outdoor walks, Portland and Vancouver offer plenty of budget-friendly ways to enjoy the season. Portland, Oregon Cozy Indoor Favorites When rain rolls in, Portland shines indoors. Browse for hours at Powell’s City of Books, explore neighborhood galleries, or relax…
Here are 5 great moderate-difficulty trails near Portland, OR and Vancouver, WA — perfect for retirees who want scenic routes with a bit more challenge and reward: 1. Pittock Mansion via Wildwood/Upper Macleay Trails – Portland, OR A moderate Forest Park favorite that winds through lush forest and offers panoramic views of Portland and Mount…
As we get older, especially past age 55, our risk for stroke increases. But the good news? Most strokes are largely preventable with simple, everyday choices that support heart and brain health.1 1. Know Your Numbers — Blood Pressure & Cholesterol High blood pressure is the leading risk factor for stroke. Regularly check your blood…
The Pacific Northwest has long been a vibrant region for entrepreneurs and business owners. In the Portland and Vancouver area, family-owned companies, closely held service firms, and privately held businesses contribute significantly to local economic strength. As owners approach retirement, many find that exiting a business isn’t as simple as turning in the keys but…
Recent reporting shows that the number of Oregonians earning one million dollars or more per year has tripled since 2010, growing from roughly 1,800 high income filers to nearly 6,500 million dollar earners today. Much of this growth is concentrated in and around the Portland metropolitan area, which is closely tied economically to Vancouver Washington….
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