by Kim Hall | Jul 8, 2025 | Retirement, Taxes
Did you know that nearly 1 in 5 Oregon residents are age 65 or older? That begs the question, “Is Oregon good for retirees?” Oregon, with its stunning natural beauty and laid-back lifestyle, understandably attracts many retirees. However, as is often the...
by Kim Hall | Aug 28, 2024 | Trivia
We all know that personality plays a big factor in the decisions we make – but did you know your personality is also affecting what food you buy? A Deloitte survey found that personality has predictive power over both what items people buy and how much they spend at...
by Kim Hall | Aug 13, 2024 | Investing
As you approach retirement, a new sense of purpose might start to take center stage: You’ve worked hard and built both a life and built up your retirement savings, and now you might be wondering how to use your resources to make a difference. Donating...
by Kim Hall | Aug 7, 2024 | Taxes
Philanthropy is an important component of many financial plans, but actually navigating the world of charitable giving can feel overwhelming especially if you have tax planning considerations. Enter donor-advised funds (DAFs): innovative tools designed to simplify...
by Kim Hall | Jul 31, 2024 | Trivia
Have you been seeing all the school supplies hitting the shelves – or are even helping your kids and grandkids get back-to-school ready? In May 2024, Deloitte surveyed 1,200 US-based parents of students ranging from Kindergarten to 12th grade to learn about their...
