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.
Downsizing can be a smart financial move for many Portland, Oregon and Vancouver, Washington retirees and empty nesters, but it is not automatically the “right” move. The best answer usually comes down to how much equity you can unlock, what your ongoing costs look like today, and whether a move truly improves your lifestyle and…
Retirement planning isn’t tied to a single age. It unfolds through a series of milestones that affect how and when you can save, withdraw, and receive benefits. Understanding these ages may help Oregon and Washington residents make informed decisions, especially given regional considerations like potential higher housing costs, healthcare planning, and longer life expectancy. Starting…
Qualified Charitable Distributions (QCDs) For retirees aged 70½ and older, Qualified Charitable Distributions can be one of the most tax-efficient ways to give. A QCD allows you to donate up to $100,000 per year directly from your IRA to a qualified charity. Because the donation counts toward your Required Minimum Distribution but is excluded from…
The start of a new year may be a perfect time to take a fresh look at your finances. A few intentional updates now may help you stay on track, reduce stress, and create more opportunities throughout the year ahead. Here are smart financial moves to consider as you turn the calendar: 1. Review Your…
The start of a new year isn’t just for gym memberships and diet plans, it’s an ideal time for retirees to take a fresh look at their financial well-being. With small, intentional updates, you can make your retirement income work smarter, protect what you’ve built, and enjoy more peace of mind in the years ahead….
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