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
Key Points
Millions of working-age Americans from all income groups are struggling to pay medical bills and manage accumulated medical debt. Many will continue to face problems with medical bills for years after their care was provided.
If you have been hit with... Read More
How much money does a typical worker need to save every month in order to have a reasonable chance of financing a secure retirement? New analysis from the Center for Retirement Research at Boston College (CRR) came up with a broad overview of the rates needed by different age groups and income... Read More
In his long career at Stanford University, world renowned psychologist Albert Bandura has greatly contributed to our understanding of human behavior and motivation. One of his main areas of focus has been the concept of self-efficacy, a person's belief in his/her... Read More
Your journey to financial well-being can seem daunting. However, you can steady your course by adhering to the following principles of smart investing:
Pay Yourself First
One of the best techniques to help you invest in your future is the "pay... Read More
Conventional wisdom says that life insurance is sold, not purchased. In other words, some people are reluctant to discuss the importance of owning life insurance, and others are simply unaware of the need to have life insurance. Although many large companies provide life insurance as part of... Read More
Gone are the days when a public sector pension guaranteed a comfortable lifetime retirement. Like their private sector counterparts, today's public employees need to plan and save.
Stories abound about the fireman who retires at age 45 with a six-figure pension, or the city manager who... 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
