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.
The IRS has released the 2022 contribution limits for health savings accounts (HSAs), as well as the 2022 minimum deductible and maximum out-of-pocket amounts for high-deductible health plans (HDHPs). An HSA is a tax-advantaged account that’s paired with an HDHP.…
The U.S. housing market, already strong before the pandemic, has heated up to record levels in 2021. The Case-Shiller U.S. National Home Price Index, which measures home prices in 20 major metropolitan areas, reported a 12-month increase of 18.6% in…
October is the kickoff season for financial aid. That’s when incoming and returning college students can start filing the Free Application for Federal Student Aid, or FAFSA, for the next academic year. The FAFSA is a prerequisite for federal student…
The Federal Reserve Open Market Committee made no changes in monetary policy, keeping rates at the zero target of 0.00-0.25%. This was as expected, with no dissents. The formal statement language noted specifically that a rise in Covid cases has…
2021 Q3 Team Update Eric has been enjoying a summer of grilling vegetables, but out of left field, a client encouraged him to try grilling glazed donuts. It was awesome! He says adding a scoop of ice cream and chocolate…
Year-End Tax Planning As the end of the year approaches, it’s time to consider strategies that could help you reduce your tax bill. But most tax tips, suggestions, and strategies are of little practical help without a good understanding of…
The first half of 2021 is behind us. As life emerges from the pandemic to a “new normal,” a mid-year financial checkup may be more important than ever this year. Here are some ways to make sure that your financial…
On August 6, 2021, the U.S. Department of Education announced an extension of the pause on federal student loan payments to January 31, 2022. The payment moratorium, currently in effect for millions of federal student loan borrowers, was set to…
As more and more women earn college degrees, change in the workplace may be inevitable. According to the National Center for Education Statistics, women now earn 57% of bachelor’s degrees, 60% of master’s degrees, and 53% of doctoral degrees.1 As…
On May 7, 2021, the Colonial Pipeline, which carries almost half of the East Coast’s fuel supply from Texas to New Jersey, shut down operations in response to a ransomware attack. Colonial paid a $4.4 million ransom not long after…
If you pay attention to financial news, you are probably seeing a lot of discussion about inflation, which has reared its head in the U.S. economy after being mostly dormant for the last decade. In May 2021, the Consumer Price…
After more than four years of international negotiations taking place mostly behind the scenes, 132 countries — representing more than 90% of worldwide gross domestic product (GDP) and including the Group of 20 (G20) large economies — recently agreed to…
The Federal Reserve Open Market Committee made no changes in monetary policy yesterday, keeping rates near the zero target of 0.00-0.25%. This was as expected. The formal statement language was minimally changed. The only adjustments noted labor continuing to strengthen,…
