An Estate Planning Checklist for Your Head and Heart 

An Estate Planning Checklist for Your Head and Heart Your estate plan isn’t just about distributing your assets; it’s also about ensuring your loved ones are taken care of, your wishes are honored, and potential complications are avoided. In this comprehensive guide, I’ll walk you through an essential estate planning checklist to help you make…

oregon sbdc, collective wealth planning, brenna baucum

Collective Wealth Planning Recognized by Oregon SBDC

The Oregon Small Business Development Center (Oregon SBDC) recently recognized Collective Wealth Planning in its success story series. Read a bit about the practice, our humble beginnings, and the ways Oregon SBDC helped the firm thrive from the start: Today we’re thrilled to introduce Oregon SBDC client Brenna Baucum, owner of Collective Wealth Planning in…

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Medicare: Understanding Coverage Options and Costs

Second to income replacement, healthcare coverage is one of the more important planning opportunities to consider as you transition to retirement. Whether you’re working or already retired, this post is designed to give you a high-level overview of Medicare, what Original Medicare covers (and what it doesn’t), and your options around supplemental policies. What is…

Can I Appeal Medicare Surcharges?

Planning for Medicare and adequate healthcare coverage is central to retirement planning. Often, unknown Medicare surcharges lurk for those over certain income thresholds. This post discusses those fees, thresholds, and your options for reducing them. What is a Medicare Surcharge? Medicare surcharges (also known as income-related monthly adjustment amount or IRMAA) increase the premiums paid…