10 Different Hobbies to Enhance Your Retirement, Part I
Whenever prospective, hopeful or even the wistful members of the workforce are asked what aspects of retirement they’re looking forward…
Financing Your Golden Years
The cost of aging has gone up in recent years, and is likely to continue with the rising cost of…
Oregon PERS Part 2: 2013 Proposed PERS Legislation
In part 1 of this 3-part series we reviewed the current Oregon Public Service Employees Retirement Plan (OPSRP) and…
The Current Plan, Oregon Public Service Retirement Plan in Review: Part 1
The Oregon Public Employees Retirement System (PERS) has been one of the most controversial issues for the state of Oregon…
Shattering the “Glass Ceiling” of Retirement
We have all heard of the “glass ceiling,” and in recent decades, society as a whole has worked toward shattering…
How changes in Bypass Trusts and Portability Rules could affect your Federal Estate Tax and Planning
While something of a ‘wait and see’ game, the portability rules governing a spouse’s unused estate tax exemption signed into…
New Year Means New Rules for IRAs
The dropping of the big ball on New Year’s Eve usually means resolutions, bowl games, and eating black-eyes-peas for good luck….
Pensions
If you are one of the millions of Americans who plan to rely on government pension benefits following retirement, it…
When Should You Start Taking Social Security?
The time when you feel as though you’ve been working for as long as you can remember and are longing…
The Impact of Obama’s Re-Election on Financial Advisors and Their Clients
No matter what side of the fence a person is on, like most of the country,he/she is just grateful that…
Why Do Women Trail Men in Retirement Planning
It’s often said that mothers naturally put others first, which, admirable as it is, becomes a problem in terms of…
Final Expense Insurance: An Affordable and Thoughtful Essential
Mortality is never a pleasant notion to ponder, but as it is one of life’s absolutes, spending just a few…