by Kay Dee Cole | Apr 1, 2024 | Retirement
Did you know that there are about 1.5 million individuals aged 50 or older living in Oregon – accounting for more than a third of its total residents? Oregon, with its stunning natural beauty and laid-back lifestyle, understandably attracts many retirees. However,...
by Kay Dee Cole | Mar 7, 2024 | Retirement
At birth, life expectancy for boys and girls is around 75 and 80, respectively. But did you know that every year you live, your life expectancy increases? It’s true! So, what is the average life expectancy for a 65-year-old man and woman? Download: 7 Rules for...
by Kay Dee Cole | Jan 18, 2024 | Retirement
Choosing a financial advisor can be a difficult decision. How do you know which firm is right for you? A quick Google search would tell you it’s as easy as 1, 2, 3 Outline your life goals Research the various types of advisory firms and decide which one makes sense...
by Kay Dee Cole | Nov 21, 2023 | Retirement
“Will Medicare exist in 10 years?” It’s a question that looms heavy in the minds of retirees and retirement-minded individuals across the country – and with good reason. Much like Social Security, many people are concerned about the future of Medicare – whether it...
by Kim Hall | Nov 8, 2023 | Financial Planning, Retirement
For a government program designed to help people feel more secure, few topics strike more panic in the hearts of retirement-minded people than the future of Social Security. Case in point: Earlier this year, we sent a survey to all of our clients asking them to name...
by Garrett Dresen, CFP® | Nov 7, 2023 | Retirement
Creating a retirement plan is like making a pizza. You need dough, cheese, sauce and toppings, but you can use a variety of ingredients to create each element. There are millions of ways to make a pizza, but they all have the same goal of creating a delicious meal. ...
