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.
Both Oregon and Washington State offer various incentives to promote energy efficiency in homes and vehicles. These incentives include rebates, tax credits, and programs aimed at reducing energy consumption and supporting the adoption of clean energy technologies. Oregon Home Energy Rebate Programs: Oregon has been awarded over $113 million from the U.S. Department of Energy…
In-home care plays a crucial role in helping seniors, individuals with disabilities, and those with chronic health conditions maintain their independence while receiving the necessary support to live safely in their own homes. However, the cost of these services can be a barrier for many families. Fortunately, both Washington and Oregon offer a variety of…
Retirement is one of life’s most significant transitions, and the two cities situated across the river from each other, Vancouver, WA, and Portland, OR are home to many people either approaching or already embracing this new chapter. Whether you’re nearing retirement or already in the early stages, proper planning is required to help ensure that…
As retirees on both sides of the Columbia in Vancouver, Washington and Portland, Oregon look forward to enjoying their retirement years, one critical aspect of planning that often gets overlooked is having an estate plan. Estate planning is important to help for ensure that your wishes are carried out after your death, your affairs are…
When it comes to choosing the right city to retire in, two cities in the Pacific Northwest divided by the Columbia river — Vancouver, WA, and Portland, OR—often come up in conversations. While they share close proximity and many regional advantages, they offer slightly different living experiences, especially for retirees. In this article, we’ll compare…
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