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IRS announces 2022 retirement plan limits

IRS announces 2022 retirement plan limits

The 2022 retirement plan limits have recently been announced by the IRS. These new limits are effective January 1, 2022. If you're an employee and a retirement plan participant, be sure to contact your employer as soon as possible if you wish to change your retirement...

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Should I manage my own investments?

Should I manage my own investments?

Over the years we’ve worked with a lot of clients who retained us for “planning only” advice. Some of them were working with a broker or advisor already, but one who didn’t offer robust planning advice. Just as often, though, they were managing their own portfolios as...

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Oregonians Deserve a Better 529 Plan

Oregonians Deserve a Better 529 Plan

Oregon State Treasurer Tobias Read has announced he’s running for governor. If his management of the Oregon College Savings Program is any indication of his leadership abilities, Oregonians may not want to vote for him. The Challenge of Saving for College Saving for...

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Pitfalls Affecting Your Retirement Plans

Pitfalls Affecting Your Retirement Plans

John and Emily have been retired for about 5 years. Every few years they like to meet with a financial planner to make sure they’re still on track. John specifically is interested in reviewing their spending to make sure it’s still in line with their resources....

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The Yo-Yo Ride Continues

The Yo-Yo Ride Continues

Vaccination hesitancy is contributing to a surge in new COVID infections As I walked into Safeway early on Saturday morning, some older white man said to me, “Take off your mask.” I was a bit taken aback and responded by suggesting he mind his own business. The...

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Can I retire early?

Can I retire early?

Most of us will start working after we’ve finished our formal education, whether that’s after high school, undergraduate college or university, or graduate school. And most of us will also work well into our 60s, or perhaps even longer, depending on the type of work...

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Inflation Concerns Increase

Inflation Concerns Increase

Supply chain disruptions are contributing to rising inflation As we begin to move into the progressively shorter days of summer, the stock market seems to be entering a period of uncertainty. US Gross Domestic Product (GDP) rose 6.4% in the first quarter. A survey by...

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Do I Need Long-Term Care Insurance?

Do I Need Long-Term Care Insurance?

The statistics from the U.S. Department of Health and Humans Service will get your attention. Nearly 7 out of 10 Americans will use long-term care services at some point in their lives. The average period of care is three years. Women need care for an average of 3.7...

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Investors Remain Optimistic

Investors Remain Optimistic

The market for new and existing homes continues to rise The US stock market continues to rally past short-term concerns and advance to new records. This past week the market came out of the July Fourth holiday and spent most of the week in the red. Investors were...

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Four Keys to a Secure Retirement

Four Keys to a Secure Retirement

After working – and diligently saving – for decades, retirement is finally here. And with it, the opportunity to travel more, to spend more time on your hobbies, to spoil your grandchildren, or perhaps to volunteer more time to causes important to you. If you’re like...

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Celebrating Independence Day

Celebrating Independence Day

Americans celebrated a post-pandemic holiday over the weekend We hope you’re enjoying the long Independence Day weekend. Last week the markets closed out the month of June, the second quarter, and the first half of 2021. Investors were rewarded with stellar returns....

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Beaverton, OR 97008

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Santa Cruz, CA 95060

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