CERTIFIED FINANCIAL PLANNER™ professional and a Certified Tax Specialist™

Building Your Legacy Workshop

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…

What is the Oregon PERS IAP (Individual Account Program)?

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…

Q2 2024 Market Review

Q2 2024 Market Review – Market Overview   Markets In Q2, U.S. equity markets continued the grind higher, driven by extreme concentration in several large cap growth names. International developed markets lagged, and emerging markets staged a small comeback. Inflation Inflation continued to trend downwards yet remains higher than the Fed’s 2% target. Rates Rate…

Deciding Which Oregon PERS Pension Benefit is Right for You

Deciding Which Oregon PERS Pension Benefit is Right for You Understanding Your Oregon PERS Pension Benefit As an Oregon public employee nearing retirement, understanding your Oregon PERS pension benefit options is crucial for effective retirement planning. In this blog, I will help you navigate the various pension options, ensuring you make informed decisions about your…