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Financial Planning and Wealth Management for Oregon PERS Members & Retirees
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  • Home
  • Who We Are
    • Oregon Public Employees
    • Retirees
  • How We Do It
    • Hourly PERS Consultation
    • Project-Based Financial Planning
    • Ongoing Wealth Management
  • About
    • Our Team
    • Blog
    • Events
    • FAQ
  • Get Started

Daily Archives: July 16, 2023

Role-of-Retirement

The Role of “Work” in Retirement

Financial Planning, Listen, News, RetirementBy Brenna BaucumJuly 16, 2023

The concept of retirement is undergoing a metamorphosis. Demographic, societal, and workplace trends have all converged to offer a stage of life that is much more fluid and flexible than what most of us previously imagined. In fact, retirement has become a matter of personal definition. If you prefer to listen to this post, click…

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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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