Scott and Linden were so very pleased to welcome their first grandson into the world in August. The new baby and his parents live in San Francisco so there will be many trips south for the new proud grandparents over the coming years! Jessica and her family are keeping busy! School, sports, and drivers’…
Retirement is a time to enjoy the fruits of your labor, but it can also bring new financial challenges—especially when it comes to healthcare. Rising medical costs and longer life expectancies have made planning for healthcare expenses in retirement crucial. In this guide, you’ll discover essential tips, strategies, and real-life examples that will help you…
Scott has been making the most of the long summer days. He has been busy with some home improvement projects and has enjoyed getting out of doors for some hikes as well. He and his wife have enjoyed visiting their son in San Francisco and spending time with their daughter in Beaverton. Jessica and family…
Scott and Linden have enjoyed a bit of sailing over the last several months and are looking forward to Spring bringing warmer temperatures to our area. Jessica and family enjoyed the Easter holiday with her brother’s family flying into town from New Orleans for their annual visit. All the nieces and nephews overtook grandma and…
In the pursuit of financial well-being, individuals often encounter a myriad of challenges. Navigating these obstacles can be daunting without expert guidance, which is where a financial wealth advisor comes into play. Especially for residents in regions like Portland, Oregon, where the economic landscape is continuously evolving, a financial wealth advisor can provide invaluable…
Stay on Top of Key Financial Data in 2024 We hope this post finds you recharged to moving full steam ahead into 2024. As we continue to move forward into the new year, it’s a good time to review your tax plan considering changes to the tax code and numbers. We thought you may find…
In the current landscape of economic uncertainty, the experience of a proficient financial management advisor is indispensable for individuals striving to achieve financial well-being and stability. This role gains even greater significance within dynamic regions like Portland, Oregon, where residents are actively bolstering their financial literacy. So, join us as we dive into exactly what…
The financial landscape is often a maze of complex concepts, intricate strategies, and varied professionals. In the quest for financial health and wealth building, you might have come across terms like ‘wealth advisor’ and ‘financial advisor.’ They are used interchangeably in many instances, but are they the same? Let’s decode the roles of…
Scott and Linden enjoyed the warmer temperatures and sunny skies on their annual sailing trip in the Gulf of California. They report a warm holiday in spite of the cooler temperature in the NW as they had a full house with friends and family during the holiday season. The change of fall to winter has…
A good financial management advisor, also known as a financial advisor or financial planner, provides comprehensive and personalized guidance to individuals, families, or businesses to help them achieve their financial goals and make informed financial decisions. Here are some key roles and responsibilities of a good financial management advisor. Assessment of Financial Situation: A…