Jun 4, 2020
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...
May 28, 2020
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...
May 14, 2020
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 4, 2020
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...
Apr 23, 2020
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...
Apr 1, 2020
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...
The owner of this website has made a commitment to accessibility and inclusion, please report any problems that you encounter using the contact form on this website. This site uses the WP ADA Compliance Check plugin to enhance accessibility.
