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  • Home
  • Who We Are
    • Oregon Public Employees
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    • Project-Based Financial Planning
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    • Our Team
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    • FAQ
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Daily Archives: June 12, 2023

Happy Money: Five Key Principles

Charitable gifting, Financial Planning, News, Wealth ManagementBy Brenna BaucumJune 12, 2023

If you think money can’t buy happiness, you’re not spending it right. At least, that is the conclusion of researchers Elizabeth Dunn (University of British Columbia) and Michael Norton (Harvard), two rising stars in the world of behavioral science, authors of Happy Money: The Science of Happier Spending. In the book, Dunn and Norton provide an…

Victim of Fraud – What to Do Now, Soon and Later

Blogs, Financial Planning, Fraud Prevention, News, RetirementBy Brenna BaucumJune 12, 2023

Victim of Fraud – What to Do Last year, a dear friend of mine became a victim of fraud. She came across an investment opportunity with a small business promising great returns for initial investors. She wired $100,000, only to find weeks later that the company didn’t exist. When sharing this story with me, she…

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Collective Wealth Planning, LLC is a licensed investment adviser in Oregon. The firm may only transact business in other states if first licensed or excluded from licensing requirements. Transacting securities or rendering investment advice for compensation will not be made prior to compliance with licensing requirements or a valid exclusion from licensing. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. All written content on this site is for information purposes only. Opinions expressed herein are solely those of CWP, unless otherwise specifically cited. Material presented is believed to be from reliable sources, and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.
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