by Kay Dee Cole | Mar 16, 2022 | Financial Planning, Retirement
The OPSRP Pension Program is a great benefit for Oregon employees, but their statements tend to be a little hard to understand. We regularly work with people who are counting on the program to fund their retirement, but they don’t understand how it works alongside...
by Kay Dee Cole | Mar 10, 2022 | Financial Planning
“It takes a village to raise a child” – and to plan for retirement. Although it may not seem obvious at first, retirement planning really is a team effort. From taking that abstract concept of life without work to creating and implementing a plan to get there, there...
by Kay Dee Cole | Mar 8, 2022 | Financial Planning
Social Security is a major source of income for retirees, with an average of about 65 million Americans receiving the benefits on a monthly basis as of 2021. But with the program growing larger and larger, there are several myths that can fog up the facts – from age...
by Kay Dee Cole | Feb 15, 2022 | Financial Planning
by Kay Dee Cole, CFP®, RLP®, CeFT® and Dr. Kim Hall, CFP®, RLP®, GFP® The Public Employee Retirement System, also known as PERS, is the retirement system used for most public service workers of Oregon. Founded in 1946, PERS allows employers to provide retirement...
by Kay Dee Cole | Jan 23, 2022 | Financial Planning
Oh, boy. This is a huge undertaking and takes lots of careful planning and perhaps a bit of diplomacy! When helping your aging parents get organized, it’s important to help them reduce as many physical demands as possible in their environment as they age, like...
