Are you a sole proprietor or business owner running a closely held family business? Maybe you have a side consulting gig while working for a Fortune 500 company? Maybe you are already participating in your primary employer’s plan? If so, > full post
Not a Blah Blah Blog
We’ve done everything humanly possible to make these notes timely and actually worth sharing.
In this season of the 4th of July, we have the chance to celebrate our freedoms with gratitude for the sacrifices of those who have gone and those who continue to go before us. When it comes to our household > full post
Over 50% of us take Social Security before “Full Retirement Age”… and over 90% take Social Security by “Full Retirement Age”. What age are we taking Social Security? Munnell, A and Chen, A, “Trends in Social Security Claiming”, May > full post
This past year has been great for both sports and investors (who have been investing in stocks). Think about the last 12 months we’ve had in each: Sports: Golden State Warriors blowing a 3-1 lead to the Cleveland Cavaliers > full post
As a parent of a five year-old, my wife and I cherish our occasional date nights together. For some reason, serious topics and concerns about our family seem to come up during those times. One evening we found ourselves discussing > full post
The comfort of an old pair of jeans, the sharpness of a well aged cheddar, and the richness of a long time relationship, there are some things in life that get better in time and your retirement account could be > full post
It’s estimated that less than 10% of resolutions work. Oftentimes this is because people want to change habits that aren’t specific enough. As you can imagine, common New Year’s Resolutions are to lose weight, exercise more, save more money, read > full post
The IRS has recently released information about contribution limits. Click here to be directed to the IRS website for further information. Call our office at 503-905-3100 with any questions. We’re here to help!
I’ve done it with a construction project at my house and maybe you’ve done it with your retirement account. Yes, I’m talking about going to Uncle Larry, the person who is never short on advice but not necessarily an expert. > full post
As a financial advisor, something that I consistently run into when meeting with individuals (I am of course guilty of this too at times) is when people use tidbits of information they hear on the news (which is never biased) as fact. > full post