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.
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….
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…
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