The strongest foundation for your financial plan is a growing awareness of the nature, influence, and importance of your values. Therefore, it is important to engage in thoughtful reflection in order to identify and clarify what is truly most important to you.
he next step is to allow... Read More
As Americans live longer, the task of managing money after retirement gets more complex. A retiree in his or her mid-60s typically has a different risk profile than an individual approaching 90. It may be helpful to look at various types of risk from the vantage point of how they affect retirees... Read More
In What Investors Really Want, Dr. Meir Statman uses a middle-ground approach to help “normal” individuals understand the thoughts, needs, and emotions that drive the financial decisions they make. He describes his unique perspective in this way:
“Standard... Read More
Although donations are on the rise, charitable giving is still 5 percent below pre-recession figures. With ongoing concern about a slow economic recovery and extreme market turbulence, donors (and potential donors) are justifiably concerned that their charitable contributions be used... Read More
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
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
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
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
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
“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
For more information about how our firm works, please read our company brochure. 202 Oak Street
Suite 600
Hood River, OR 97031
(503) 922-3010
10260 SW Greenburg Road
Suite 400
Portland, OR 97223
(503) 922-3010
