by Kim Hall | May 12, 2026 | Retirement
This article is an excerpt from Kim’s book, which will be released in early 2027. Click here to subscribe to our newsletter so you can get every don’t miss the next installment! In my previous life as a researcher at Oregon State, my primary area of study was...
by Kim Hall | Apr 28, 2026 | Retirement
This article originally appeared in Kiplinger. Most people assume retirement planning is primarily a math problem. Save enough, invest wisely, hit your number – and you’re done. (If only it were that easy, right?) After working with hundreds of families over the...
by Kim Hall | Apr 21, 2026 | Retirement
Of the retirement questions, where you retire is just as important as any. The financial and lifestyle implications of your retirement destination can have a huge impact on how your golden years play out. With that in mind, I want to share a few considerations for...
by Kim Hall | Jan 27, 2026 | Estate Planning
This article was originally published at Kiplinger.com Do you know anything about your parents’ estate plan? Do they have one? Do you know where it is? You may assume they have one. Everyone gets one when they retire, right? Not quite. Actually, not even close. USA...
by Kim Hall | Jan 16, 2026 | Financial Planning
At first glance, it may be hard to tell advisors apart. In reality, advisors can differ in a lot of ways: the services they provide, how they charge for them, what professional certifications they hold, whether they are a fiduciary or not, and several other...
