by Kim Hall | Apr 28, 2026 | Retirement
This article originally appeared in Kiplinger. Most people assume retirement planning is primarily a math problem. Save enough, invest wisely, hit your number – and you’re done. (If only it were that easy, right?) After working with hundreds of families over the...
by Kim Hall | Apr 21, 2026 | Retirement
Of the retirement questions, where you retire is just as important as any. The financial and lifestyle implications of your retirement destination can have a huge impact on how your golden years play out. With that in mind, I want to share a few considerations for...
by Kay Dee Cole | Oct 29, 2025 | Medicare, Retirement
Samaritan Health Services, which operates five hospitals and more than 100 clinics in and around Corvallis, Oregon, recently announced that it will end its Samaritan Advantage Premier Plan (SAPP) starting January 1, 2026 (here’s the press release). After that, they...
by Kay Dee Cole | Aug 12, 2025 | Medicare, Retirement
There are a lot of political footballs being thrown around these days, and it seems like Medicare might be one of the most popular. It’s unfortunate to see it used that way, considering how important it is to the healthcare of so many people (more than 66 million)....
by Kim Hall | Jul 8, 2025 | Retirement, Taxes
Did you know that nearly 1 in 5 Oregon residents are age 65 or older? That begs the question, “Is Oregon good for retirees?” Oregon, with its stunning natural beauty and laid-back lifestyle, understandably attracts many retirees. However, as is often the...
by Kay Dee Cole | Jun 5, 2025 | News, Retirement
Depending on who you ask, the Big Beautiful Bill (BBB) is either our “best chance in a generation” or will lead to the deaths of tens of thousands of people every year. The truth, as always, is somewhere in the middle. It’s not all great, it’s not all terrible. Here...
