Interest rates have been moving in 2025, and for investors and retirees, even small changes can have a big impact. Rates affect more than just mortgages, they
Most of us spend decades working hard and building our savings. This phase is often called the accumulation stage, or the time when you’re growing wealth
We’re here to help you cut through the noise and focus on what matters, especially when policy changes could impact your financial life.
The newly signed tax and
Retirement isn’t just about stepping away from work, it’s about stepping into the life you’ve worked hard to build. In Salem, Oregon, that life can be full of
Last year, we hosted our first company cruise: a 10-day Mediterranean trip with a great group. It was an unforgettable trip. But one sentiment that came up
Retirement is meant to be a time of financial security, not financial fear. But with longer life expectancies, inflation, market volatility, and rising
Financial independence can become reality when working transforms from a necessity to a choice. Exactly how much money does it take to reach this coveted state
When you are planning for retirement, it's crucial to understand Social Security as a component in your income streams. Knowing what your Social Security income
Retirement marks a significant life transition, and with it often comes the opportunity to reassess our living spaces. Right-sizing – the process of adapting
Over the years of working with clients we have found that often their greatest challenge in retirement isn’t financial, it’s mental. In fact, mindset coach
Are you on track to build a strong retirement fund in 2025? If not, now is the time to take decisive action. Money management consistently ranks high among New
