CERTIFIED FINANCIAL PLANNER™ professional and a Certified Tax Specialist™
Thank you for coming! As I said during my opening remarks, thank you for sharing one of your most precious resources – your time – with me. I hope you found the information empowering and walked away with a few practical learnings you can apply. Throughout my presentation, I shared several resources to explore. You…
Q4 2024 – Market Review As we do each quarter, the following is our Q4 2024 market review, keeping you up to speed on the financial markets and how that might impact your portfolio. Q4 2024 Market Review – Key Themes U.S. equity markets posted returns exceeding 20% for the second consecutive year, marking the…
How PERS Works in Oregon: A Comprehensive Guide for New Members Congratulations on your new role with an Oregon PERS employer! As a financial advisor with over a decade of experience serving Oregon PERS members, I’ve had the privilege of helping countless individuals navigate the complexities of this retirement system. If you’re confused, you’re not…
Trump Tax Law Changes – 2025 and Beyond Acknowledging the Changing Landscape With Donald Trump re-elected as President and Republicans controlling both the House and Senate, the stage is set for potential tax reform reminiscent of his previous administration. During Trump’s last term, the Tax Cuts and Jobs Act (TCJA) brought about some of the…
Q3 2024 Market Review As we do each quarter, the following is meant to be a brief Q3 2024 market review, keeping you up to speed on what’s happening in the financial markets and your portfolio. Equity markets finished the quarter strong as the S&P 500 returned 5.9% and set its 43rd all time high…
Thank you for coming! As I said during my opening remarks, thank you for sharing one of your most precious resources – your time. I hope the exercise of composing your unique philanthropic philosophy was enlightening, and helpful in your giving journey. Below I’ve linked to various links to continue your learning. Please don’t hesitate…
The Oregon PERS Tax Remedy: A Key Benefit for Tier 1 Members Working with many Oregon PERS retirees, I often get questions about the Oregon PERS tax remedy—especially from Tier 1 members. This post will break down the tax remedy, explain qualifications, and answer common questions about it. If you learn best by video, you…
The Duality of Creating Financial Freedom For many of us, managing money and building financial security is a nagging concern. We know we should be making progress, but nothing changes. What keeps us from experiencing the financial life we desire? What keeps us from using money as a tool for achieving our goals rather than…
What is the Oregon PERS IAP (Individual Account Program)? If you’re a member of the Oregon Public Employees Retirement System (PERS), you’ve likely encountered the term “Individual Account Program” or IAP. But what role does it play in your retirement plan, particularly with respect to the other parts of your Oregon PERS benefits like your…
This month, I started taking an online course to deepen my expertise in a field near and dear to my heart: serving as a thought partner for my clients as they age. The course will leave me with an “Elder Care Specialist” designation and, ideally, equip me with better ways to serve my client families,…