Your Voice of Financial Reason

Our Voice of Financial Reason

Wed, 06/22/2011

Individuals and retirement planning experts alike are recognizing that a successful and satisfying retirement experience depends on more than a healthy nest egg.  In fact, financial reporter John Wasik contends, “Financial security and retirement are not the two peas in the pod they used to be... Read More

Wed, 04/13/2011

Life expectancy has increased dramatically since the turn of the 20th century.  Our challenge is to make the most of our bonus years—not only to live longer, but to live better as well. 

Numerous studies have documented the fact that involvement in productive activities contributes to the... Read More

Tue, 03/08/2011

For many of us, managing our finances and building economic security is a nagging concern.  We know we should be making greater strides in taking control of our money matters, but nothing changes. What keeps us from achieving the financial peace and satisfaction we desire? 

One of the... Read More

Tue, 03/01/2011

Our concept of retirement is undergoing a metamorphosis. Demographic, societal, and workplace trends have all converged to offer a stage of life—at mid-life and beyond—that is much more fluid and flexible than we previously thought possible.  When planning for retirement, we are discovering that... Read More

Thu, 11/11/2010

As compared to men, women encounter more challenges to achieving a financially secure retirement. Research shows that women generally live longer, earn less, and spend fewer years in the work force because of family caregiving responsibilities. In addition, more women than men rely on Social... Read More

Sun, 09/12/2010

“Boomerang Kids.”  It sounds like a TV reality show:  Kids grow up, kids move out, kids get into financial trouble, kids move back in with Mom and Dad.  In real life, there’s nothing particularly entertaining about adult children moving in with their parents... Read More

Wed, 08/18/2010

It really doesn’t take much to derail a retirement plan. Most of the errors in planning for retirement are those of neglect, omission or panic. If you don’t know exactly where your retirement plan stands, get some advice – a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional is a... Read More

Thu, 07/15/2010

Lifelong learning is not only possible, it is essential to our quality of life as we age. The old adage “use it or lose it” is especially relevant to our ability to retain a sharp and inquisitive mind.

For many years, scientists thought that the human brain simply deteriorated over time.... Read More

Sat, 07/10/2010

In Drive: The Surprising Truth About What Motivates Us, best selling author Daniel Pink presents (in a very engaging and understandable way) the latest research in human motivation.  One section, “The Good Life,” is particularly enlightening in regard to how we as individuals establish and... Read More

Tue, 06/15/2010

Like many difficult situations with people we love, planning to take over an older relative’s finances is best done in happier times, when both sides are healthy and various options can be considered.  Unfortunately, events can sometimes intervene – death, illness or natural... Read More


Hood River Office

202 Oak Street
Suite 600
Hood River, OR 97031
(503) 922-3010

Directions to this location

Portland Office

10260 SW Greenburg Road
Suite 400
Portland, OR 97223
(503) 922-3010

Directions to this location