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.
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….
Higher Contribution Limits Starting in 2025, you can now put up to $23,500 of your own money into your 401(k). That’s your personal maximum before considering any employer match.1 If your company contributes too, whether through a match or profit-sharing, the total amount that can go into your account for the year climbs to $70,000….
Navigating Medicare can feel overwhelming, especially as you approach retirement. Whether you’re in Washington or Oregon, understanding the basics of Medicare can help you make informed healthcare decisions and avoid costly mistakes. This guide will walk you through the key parts of Medicare, enrollment timelines, and state-specific considerations for retirees in the Portland Metro area….
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