by Kay Dee Cole | Apr 13, 2022 | Financial Planning, News
Years ago, my mother and I dealt with an unenviable (yet not uncommon) situation: my father was dying from Alzheimer’s. It’s an enormous weight to know that you will lose someone you love – the feelings are indescribable. Including the all-encompassing grief that you...
by Kay Dee Cole | Apr 7, 2022 | Estate Planning, Financial Planning, risk
You’ve saved your money and grown your money – now there is just one final crucial step to the retirement planning process: protect your assets. You need to create a plan to ensure that you and your loved ones are set up for financial success after you stop receiving...
by Kim Hall | Mar 31, 2022 | Financial Planning, Investing, Retirement
So you’ve done the hard work and saved up some money for your retirement – now what? The foundation of any successful retirement plan is a solid saving strategy, but it can’t end there. With inflation rates continuously rising (now especially), money in your bank...
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...
