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.
Retirement is one of life’s biggest transitions, and the five years leading up to it are crucial to help ensure your financial security and peace of mind. Consulting a financial advisor during this period can help you make informed decisions and possibly avoid costly mistakes. Here are five key steps to take before retirement—and why…
As retirees enjoy their well-earned relaxation, scammers often see them as prime targets. Fraudsters use various tactics to exploit retirees’ trust, financial stability, and sometimes unfamiliarity with evolving digital threats. Here are five common scams targeting retired seniors and tips to stay safe. 1. Medicare and Health Insurance Scams Scammers pose as Medicare representatives, claiming…
Estate planning is an essential process that helps to ensure your assets are distributed according to your wishes, minimizes the impact of taxes, and provides clarity to your loved ones in the event of your passing. For residents of Vancouver, Washington, estate planning can have specific considerations, from local laws to property rights. Here’s a…
Losing a job is never easy, and for federal employees or members of the uniformed services in Portland, OR, navigating the complexities of your Thrift Savings Plan (TSP) after a layoff can add an additional layer of stress. The TSP can be a powerful retirement savings tool, offering tax advantages and low administrative fees to…
Portland, Oregon, known for its vibrant culture, diverse neighborhoods, and progressive values, also stands out for its distinct tax landscape. While the city itself offers plenty of perks to its residents, it also has some unique taxes aimed at supporting community initiatives. From funding affordable housing to expanding preschool access, these taxes are designed to…
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