Not a Blah Blah Blog

We’ve done everything humanly possible to make these notes timely and actually worth sharing.


How to Optimize Your Stock Options

Two Things to Consider When Managing Your Employee Stock Options Stock options are an interesting benefit. Instead of giving you actual shares of company stock, your employer gives you the “option” to buy a certain number of shares at a > full post

Achieving Financial Freedom

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

4 Reasons for Delaying Social Security

  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

A “Timely” Blog From Human Investing

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

Retirement Plan Resolutions

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

2017 Contribution Limits

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!