Portland, Oregon Office – Winter Team Update 2025
Scott and Linden had a wonderful holiday visit to San Francisco, their grandson’s first Christmas. Scott hopes to squeeze in some sailing over the next several months once his sailboat…
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Portland, Oregon Office – Fall Team Update 2024
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…
Healthy Wallet, Happy Retirement: A Guide to Budgeting for Healthcare
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…
Portland, Oregon Office – Summer Team Update 2024
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…
Portland, Oregon Office – Spring Team Update 2024
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…
Common Financial Challenges Addressed by a Financial Wealth Advisor
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…
2024 Key Financial Data
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…
What is the Role of a Financial Management Advisor
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…
What’s the Difference Between a Wealth Advisor and a Financial Advisor?
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…
Portland, Oregon Office – Winter Team Update 2023/24
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…