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...
by Kim Hall | Jul 10, 2024 | Protecting Your Assets & Credit, Retirement
Ever noticed how small luxuries tend to become everyday needs over time? That’s what “lifestyle creep” (also called “lifestyle inflation”) is all about. It’s when the occasional luxury (that pricey coffee or treat-yourself dinner) starts...
by Kim Hall | Jun 18, 2024 | Retirement
The future can feel overwhelming – planning for it even more so. With so many acronyms and options thrown around for savings and investment accounts, figuring out the right retirement path can feel like navigating a financial maze. Fear not, weary traveler. This...
by Kay Dee Cole | May 24, 2024 | Retirement
Retirement income can vary widely depending on where you live – for example, Oregon retirees have an average income of $28,565 per year, while Indiana residents bring home a lower $20,542. If you’re thinking those numbers seem low, you’re not alone. It can be jarring...
by Kim Hall | May 21, 2024 | Retirement
Retirement can be a long journey – lasting several decades for the most fortunate amongst us. Yet, most Americans actually struggle to grasp how long their golden years could last: A recent report found that most people underestimate their retirement lifespan, which...
