And a good time was had by all! Last Saturday, our whole team gathered at the Salem Convention Center to support The Salem Rotary Foundation. The annual GoodWorks Auction hosted by our club raises money for the foundation to support local and international initiatives. Locally we’ve helped build play grounds, provide dictionaries to every fourth grade…
Our team of financial planners is special. We’re diverse, we’re experienced and we’re of the belief that knowledge is power. Last fall, in partnership with Willamette Valley Hospice and Collier Law, I had the great privilege of speaking to a room full of intelligent women about financial planning. We had such a wonderful response that we’re doing it again. Might you…
This weekend, I ran into a couple of experienced mom’s who shared some holiday advice. “Whatever you do, do NOT start the Elf on a Shelf thing,” said one. The other added, “OR let grandma set up an expectation for huge gifts!” Another friend told me recently that she thinks her kids are going to…
Ron Kelemen and his wife and Kathy retired on November 2, after 35+ years in the financial advisory business. Before they got too far down the retirement path, we interviewed Ron about his years in this industry. How did you get started in this business? It was basically a serendipitous fluke. We had returned from…
As a member of our Salem community, we are proud to support a number of deserving organizations, several of which come with the gift of beautiful music. If you’re looking for an event to get you and your family into the holiday spirit, check out the schedule from one of our donees. Want to inspire/support…
For some of our client families, this time of year means tax planning. For others, we’re focused on how to help them complete the charitable resolutions they set back in January. In today’s blog post we discuss how to achieve both by comparing gifts through Qualified Charitable Distributions, appreciated stock or Donor Advised Funds. For…
For those with a charitable heart, they know the secret: that the very act of giving makes us happier. They want share that secret with everyone, especially their families. No matter what your family looks like, you can instill values that will live on through generations of givers. As a firm, we are incredibly grateful to give…
For over 35 years, Ron and Kathy Kelemen have worked in the financial advisory business. Last Thursday marked their final day of work as they join several of our client families in retirement. Check out this fun, surprise video our team put together to honor their legacy.