• 503-980-3337

Skip to Content

Article Categories

How Smart Is Relying On Social Security Retirement Options?

Social Security retirement plans used to be easily relied upon by workers to help pay for their retirements, but the system is much less stable today. The doomsday predictions for Social Security that say it is about to go bankrupt are overstated, but the system  …read more »

Financial Life Planning vs. Wall Street

A look at why objectivity matters in the financial services sector Financial life planning is focused on doing something few services can, which is taking a business process and turning it into a personal process.┬áTypically, finances are all about the numbers, focused on the nitty-gritty  …read more »