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.
Spring settles in beautifully across Portland and Vancouver after the cherry blossoms fade, bringing longer days, mild temperatures, and some of the best conditions of the year for relaxed exploration. For retirees, it’s an ideal season to enjoy the outdoors, reconnect with the community, and take in the region’s natural beauty without the peak summer…
Washington State recently approved legislation establishing a 9.9% tax on annual income exceeding $1 million, commonly referred to as the “Millionaire Tax.” The measure is expected to take effect January 1, 2028, with the first tax payments due in 2029.1 For decades, Washington has been known as one of the few states without a personal…
Guarding Your Retirement Savings For many professionals in Vancouver, Washington and the greater Portland metro area, retirement planning eventually shifts from building wealth to guarding it. After decades of saving through pensions, retirement plans, and investment accounts, the focus often becomes preserving assets so they can support a long and stable retirement. Asset preservation strategies…
What to Know Before Moving a Pension or Employer Retirement Plan For many professionals in Vancouver, Washington and the greater Portland metro area, a pension may represent one of the largest assets they accumulate during their careers. When leaving an employer or approaching retirement, an important question often arises: Should you leave the pension where…
For many professionals in Vancouver, Washington and Portland, Oregon, retirement does not begin at 65. It begins earlier. Sometimes at 60.Sometimes at 58.Sometimes at 55 after a buyout, burnout, or simply a decision that “enough is enough.” But stepping away before Social Security and Medicare start creates what planners often call the retirement “gap years”…