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.
Portland, Oregon and Vancouver, Washington, two cities separated by the Columbia River but closely connected by economy and workforce, like the rest of the country are seeing a growing focus on educating employees about their retirement options, particularly 401(k) plans.1 Why It Matters Locally Both Portland and Vancouver have thriving business communities, from tech startups…
Why It’s Important Legally, pets are considered property, which means they don’t automatically receive care or resources after an owner’s death.1 If you don’t plan ahead, your pet may end up in a shelter or with someone unprepared to meet its needs. Key Steps to Include Your Pet Name a Caregiver Choose a trusted individual…
In today’s digital age, many individuals accumulate a wide array of digital assets, from financial accounts and cryptocurrency to social media profiles and cloud-stored memories. Yet, these assets are often overlooked in estate planning, potentially leading to confusion, loss of value, or even legal disputes after death. What Are Digital Assets? Digital assets include: Financial…
The recently passed Big Beautiful Bill brings sweeping changes to the tax code, many of which may offer relief and opportunity for Americans aged 65 and older. With a focus on stability, predictability, and financial support for seniors and pre-retirees, the bill locks in key provisions and introduces new ones that directly benefit this age…
When summer gives way to fall, Portland, Oregon burst into shades of crimson, gold, and amber, with the return of rain adding to the city’s cozy autumn charm. Portland is the perfect autumn destination. From stunning foliage to seasonal festivals and cozy city adventures, here’s your guide to some worthwhile things to do around Portland…
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