by Kay Dee Cole | Sep 15, 2021 | Financial Planning, Widows & Divorce Planning
No matter how prepared you may be, the loss of a beloved spouse is bound to leave you reeling. Unfortunately, some people specifically target widows in this vulnerable time for predatory scams that can really hurt your financial plan. For the scammer who is out to...
by Kim Hall | Sep 7, 2021 | Decision Making, Financial Planning
Click here to download our Complete Guide to Changing Careers in Your 50s. It’s not all that uncommon for people to go through life without ever stopping to consider exactly what kind of life they want to be living—let alone how they plan to attain it for themselves. ...
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 Kim Hall | Aug 5, 2021 | Clarity in the News, Financial Planning
Our own Kim Hall was quoted in U.S. News and World Report’s recent article, “What to Do If Your 401(k) Plan has High Fees.” The fees you pay within your retirement account reduce your investment returns and could cost you tens of thousands of dollars...
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 | May 3, 2021 | Decision Making, Financial Planning, Uncategorized
These days it seems there is so much to worry about. The media is replete with news of shootings, civil unrest, and the global pandemic. Financially, there are concerns about inflation, taxes, and deficits. Because life, with all its trials and uncertainty, provides...
