by Kay Dee Cole | Feb 15, 2022 | Financial Planning, Oregon PERS
Updated: March 7, 2026 Originally published: February 15, 2022 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 benefits to...
by Kim Hall | Jan 26, 2022 | Decision Making, Financial Planning, Organizing Your Finances, risk, Tips for Saving
Click here to download our Complete Guide to Changing Careers in Your 50s. The recent Covid-19 pandemic has made a big impact on the working world. Whether you’re working from home, the office, or a hybrid of both, chances are you’ve felt the impact of some major...
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...
by Kay Dee Cole | Jan 13, 2022 | Decision Making, Financial Planning, Retirement
Looking ahead at your retirement? Planning for the next phase of your life is about more than just crunching numbers. Your financial plan for retirement should be built around your goals and values, setting you up to live your best life after you retire from the...
by Kay Dee Cole | Dec 8, 2021 | Financial Planning
It’s that time of year again—the time when we all start looking forward. Gym memberships spike, new budgets are set, and we think about what we want more and less of in our lives. More time. Less stress. More money. Less junk food. If you’re like most people, your...
by Kay Dee Cole | Nov 22, 2021 | Financial Planning
The way you think about money says a lot about you as a person, and about how good you are at saving and planning for the future. One way to get to the bottom of how you think about money is using something called a Money Script. What is a Money Script? “Money Script”...
