Financial Planning

It’s easy to sign up and commit to monthly subscription services that fit your interests. However, the cost of subscription

Frequently I find myself not only giving financial advice but relationship advice too. Our clients turn to us to help

I am going to say yes. Let us discuss how watching the upcoming Super Bowl might help you meet a

Some life events you can anticipate, while others surprise you. This year has certainly brought a lot of the latter.

Q – I am interested in purchasing life insurance. Could you please explain to me some of the different options?

A good credit score can result in a lower home mortgage rate or getting approved for renting a home. We

The Oregon College Savings Plan is a 529 savings account that has special tax advantages to help people save for educational expenses like tuition,

Did you know that the first week of August is National Simplify Your Life week? Simplifying your financial life can

What does it mean to live your life with intention? We’ve all been in a situation when things didn’t go

I recently came across a Facebook post on self-forgiveness and it piqued my curiosity. I stopped scrolling and starting reading.

As Father’s Day approaches I thought I would write about how Fathers can shape their children’s financial life. According to