Your Voice of Financial Reason

Our Voice of Financial Reason

Tue, 07/24/2012

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

Wed, 07/11/2012

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

Tue, 07/03/2012

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

Tue, 06/26/2012

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

Wed, 04/25/2012

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

Tue, 04/24/2012

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

Tue, 04/17/2012

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

Tue, 03/20/2012

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

Tue, 03/13/2012

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

Tue, 02/07/2012

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


Hood River Office

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

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Portland Office

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

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