I WANT TO
Know that we’ll make it to the end.
Figure out the best way to fulfill my philanthropic goals.
Understand whether or not long term care insurance is right for me.
Find some tips on how to get started.
Chart the path from today to retirement.
Figure out how to pay for college.
Educate myself
Get a plan in place
Better understand my retirement accounts through PERS, PEBB, OPSRP and IAP resources
They prefer to spend life focusing on their families and careers, rather than sorting through the increasingly difficult and complex world of personal finance. They entrust us to be a part of their team.
We are proud to work with our clients across decades and generations. It’s not uncommon for our conference room to fill with two or three generations, all collaborating, all on the same page.
We are privileged to serve clients from all backgrounds, but a large portion of them fall into one of the three P’s: physicians, professors and public employees. In addition, we serve a number of small business and farm owners and quite a few retirees.
We work every day to earn and maintain the trust of the clients we are privileged to serve. We actively seek ways to make their lives better and genuinely enjoy helping.
They recognize the value of their time – and our expertise. In our work together, we strive to create clarity through customized planning and empowerment through ongoing education.
We genuinely enjoy and respect our client families. We look forward to seeing them and go out of our way to find opportunities to make their lives easier.
Even though tax filing season is well under way, there’s still time to make a regular IRA contribution for 2020. You have until your tax return due date (not including extensions) to contribute up to $6,000 for 2020 ($7,000 if…
The Federal Reserve Open Market Committee made no change in policy, keeping the target short-term interest rate at 0.00-0.25%. Similarly, no change was made in the pace and magnitude of ‘quantitative easing,’ which is the ongoing treasury and mortgage bond…
Congrats Sarah! When Sarah joined the practice nearly two and a half years ago, she was always headed for the advisor track. Her experience in the client services role has given her a good foundation on which to build. In…
Two emergency relief bills passed in 2020 in response to the COVID-19 pandemic will make this an unusual tax season for many taxpayers. The Coronavirus Aid, Relief, andEconomic Security (CARES) Act was passed in March, and a second relief package…
There’s no doubt about it — last year was tumultuous. The coronavirus pandemic, a contentious election, and widespread protests were just some of the events that impacted our nation in 2020. Fortunately, the arrival of new vaccines has brought hope…
Treasury rates have ticked higher in recent weeks, due to investor worries about a pickup in inflation. This is not a new concern, but has gained steam as a large ($1.9 tril.) stimulus package appears to be on the verge…
Saving for retirement is not easy, but using your retirement savings wisely can be just as challenging. How much of your savings can you withdraw each year? Withdraw too much and you run the risk of running out of money.Withdraw…
An ILIT is a trust primarily set up to hold one or more life insurance policies. The main purpose of an ILIT is to avoid federal estate tax. If the trust is drafted and funded properly, your loved ones should receive all…
On Sunday, December 27, 2020, the Consolidated Appropriations Act, 2021 (CAA 2021) was signed into law. A $900 billion emergency relief package is included as part of this omnibus spending bill. It is intended to assist individuals and businesses during…
Asset allocation and diversification are methods used to help manage investment risk; they do not guarantee a profit or protect against investment loss. You’ve worked hard your whole life anticipating the day you could finally retire. Congratulations — that day has…
We don’t like to spend too much time on market anomalies, let alone individual stocks that fall outside long-term asset allocation principles, but this seems to have taken over the headlines last week. Rarely do stock market quirks become mainstream…
The Federal Reserve made no policy changes at today’s meeting, as expected. The fed funds rate was kept at the zero bound of 0.00-0.25%. The formal statement was little changed, noting that the pace of recovery is moderating, with ‘weakness…
As a business owner, you’re going to have to decide when will be the right time to step out of the family business and how you’ll do it. There are many estate planning tools you can use to transfer your…
