by Kay Dee Cole | Aug 24, 2021 | Estate Planning, Widows & Divorce Planning
You should review and/or update your estate plan whenever any significant changes happen in your life. As you reassess your finances and build a budget for your next chapter of life, it’s important to look at your estate plan and figure out what needs to change and...
by Kay Dee Cole | Aug 10, 2021 | Financial Planning
As a financial advisor, I’m always interested in what financial planning pain points bring people into our office. Sometimes they just had a large windfall of money and want to start getting serious about investing. Sometimes they are going through a divorce and...
by Kay Dee Cole | Jul 27, 2021 | Widows & Divorce Planning
The loss of a spouse comes in many forms, but many of the challenges are the same. Whether your spouse has passed away, or you have become their caregiver, or you are going through a divorce, you will be facing many of the same financial concerns. This guide is...
by Kay Dee Cole | Jul 20, 2021 | Financial Planning
Recently we were reviewing a client’s financial situation when we found that he didn’t have an estate plan in place. That can be especially bad news in the state of Oregon, where his assets would not have gone where he wanted them if he passed away. We quickly put a...
by Kay Dee Cole | Jul 7, 2021 | Widows & Divorce Planning
The loss of a spouse comes in many forms, but several of the challenges are the same. Whether your spouse has passed away, or you have become their caregiver, or you are going through a divorce, you will be facing many of the same financial concerns. Click here to...
