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 Kim Hall | Feb 8, 2022 | Retirement
Pop quiz: When do most people hope to retire? 50 62 65 75 Never Ready for the answer? And the answer, according to a study from January 2022, is…..62! Surprised? Probably not. It’s not that far off from the traditional retirement age of 65. But the...
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 | Oct 10, 2020 | Financial Planning, Retirement
Medicare open enrollment begins October 15 and ends December 7 each year – this is the time for anyone on Medicare to consider whether changes need to be made to their coverage. But wait, is it necessary? That depends! Have you moved? Has your health changed? Have...
by Kay Dee Cole | Sep 28, 2020 | Decision Making, Retirement
Do you ever worry about outliving your money? Today’s longer lifespans have some investors wondering whether they will outlive their retirement savings. As of 2022, the average life expectancy around the world is nearly 73 years. Critical expenses, such as...
by Kim Hall | May 20, 2020 | Decision Making, Investing, News, Retirement, risk
Our Brains, Mind Games and Investing Hosted by Kay Dee Cole, CFP®, RLP®, CeFT® and Kim Hall, CFP®, RLP®, GFP® with Jay Mooreland, MS, CFP How does all this work? Our video goes through some very thought provoking ideas that trick our brain. If you are interested in...
