If you think money can't buy happiness, you're not spending it right! At least, that is the conclusion of researchers Elizabeth Dunn and Michael Norton, two rising stars in of the world of behavioral science.
In Happy Money, Dunn and Norton provide an engaging and often... Read More
Self-knowledge is an essential ingredient to understanding and improving your relationship with money. This includes taking a more holistic approach to evaluating your financial life.
Therefore, in addition to tracking your net... Read More
Five Wishes is an advance directive template created by the non-profit organization Aging with Dignity. It is an easy to use legal document written in everyday language that helps you to communicate how you want to be cared for in case you become seriously ill or incapacitated.
Your Five... Read More
Financial Life Planning is a holistic process that will help you to clarify your values and guide you in defining and designing your unique version of the "rich life."
Goal setting is an essential component of this process, and a powerful tool for experiencing what is most... Read More
Divorce can be a complicated and challenging process in which details are easily overlooked. It is important to know the laws that shape divorce proceedings and to understand the impact they have on your assets.
Dividing the Assets
Typically, everything you and... Read More
If you recently inherited retirement assets from a deceased loved one, it is important to pay attention to IRS rules that govern this type of bequest. Your options in managing this money typically depend on your relationship to the deceased and the type of retirement account (401(k) or 403(b)... Read More
Failing to reach our personal and financial goals can be both frustrating and disheartening. And, to make matters worse, we often realize that we are our own worst enemies when it comes to sabotaging our dreams.
However, research has shown that we can dramatically increase our rate of... Read More
In his book Getting Things Done, author David Allen wrote, "We know that the focus we hold in our minds affects what we perceive and how we perform."
Therefore, as you visualize the lifestyle and quality of life that you would like to have in the future, always remember that the... Read More
Short-term disability insurance is meant to provide a stream of income during times when you are unable to earn a paycheck but don't fit the bill for long-term or permanent disability coverage.
Some employer-funded short-term plans can be quite generous, offering full income replacement... Read More
By its very nature, a trust must work best just when its creator cannot act. Your trust may be carefully designed to address all the concerns you can identify. But no matter how well you and your financial and legal advisors have analyzed potential contingencies, the best-laid plans could be... 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
