My parents worked hard during their careers and did quite well with their finances. They lived below their means and put the excess income into investments that did quite well. That gave them more than 20 years of comfortably enjoying the retirement phase of their...
With the novel coronavirus spreading rapidly across our country, most of us are thinking about how to protect ourselves and our loved ones. Add to this the misinformation readily available on the internet and in social media, and we have a ripe opportunity for...
When we first moved here, my husband and I attended a neighborhood picnic in our newly adopted community here in southern Oregon. While getting to know our neighbors in this semi-rural valley outside of town was great fun, the real highlight – and indeed a truly...
May is a great time to think about updating important information. Have you recently reviewed who you have designated as a beneficiary on your life insurance policies and retirement accounts? Not having the person or persons designated whom you currently wish to...
Not only has the COVID-19 pandemic upended life across the globe, it has also affected the financial lives of millions of individuals and families. In the United States, more than 22 million people applied for unemployment (Washington Post) by mid-April. Those who...
April is traditionally tax time. But, due to COVID-19, tax filing deadlines have been extended or many. The government is offering temporary relief. Federal taxes are not due until July 15. The Treasury Department and Internal Revenue Service announced today that the...
