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.
On August 8, 2020, the president issued an executive order to allow the deferral of certain payroll taxes during the last four months of 2020, and the IRS recently provided related guidance. This has implications for both employers and employees.…
Happy Fall! The leaves are beginning to turn, the birds are headed south, and the evenings are getting a bit cooler. This fall is especially welcome with the rains bringing some control to the fires that have done so much…
In March 2020, Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act, which included several provisions designed to help retirement savers cope with the financial fallout from the pandemic. Among these temporary measures were special rules for required…
On August 18, 2020, the S&P 500 set a record high for the first time since COVID-19 ushered in a bear market on February 19. The cycle from peak to peak was just 126 trading days, the fastest recovery in…
Many women manage their own money. This includes women who have always been doing so and women who are relatively new to the world of investing, for whatever reason. Regardless of your level of investing experience, there are certain investor…
What would be the impact of a Trump Presidential reelection for a second term? How important is the President on financial markets anyway? In many ways, policies to expect would likely be similar to what’s in place today, and largely…
As women, we tend to spend much of our time caring for others. Planning ahead for life’s inevitable rough spots is one of the best ways we can care for ourselves and the ones we love. Women’s Worth is a…
The Federal Reserve Open Market Committee took no action at their mid-September policy meeting, as expected, leaving the fed funds rate at the zero bound of 0.00-0.25%. Lately, the action seems to be happening between meetings. The Fed announced a…
Remembering what it’s like to ‘get out on the open road’ and out of the house, Michelle took a sunny road trip to see her cousin in Utah at the end of July. She appreciated traveling through that beautiful and…
Client Questions: Can I Deduct Premiums Paid for Long-term Care Insurance (LTCI)? It depends on several factors. Your LTCI contract must be a qualified one, you must itemize deductions on Schedule A of IRS Form 1040, and the total of…
The impact of a potential new President on stock market returns is always a key question in the weeks prior to a general election. It’s important to keep in mind that, despite frequent worries around this time of year, and…
Even in normal times, it can be challenging for families to cover college expenses without borrowing money and/or risking their own retirement security. For the 2019-2020cacademic year, the cost of in-state tuition, fees, room, and board at a four-year public…
In this new world, we’re doing our best to meet our clients where they’re at. For some, that means utilizing technology and the virtual meeting space. For others, that means gathering in person. To err on the side of caution,…
