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…

How to Complete the Oregon PERS Retirement Application – OPSRP Members

The Oregon PERS Retirement Application for OPSRP Members Navigating the Oregon Public Employees Retirement System (PERS) can be complex. it’s common for clients to reach out once they receive the thick manila envelope and ask for help. In this guide, we’ll break down the Oregon PERS Retirement Application for OPSRP Members step by step to…

Retirement Income Realities & Solutions

Traditional retirement income planning aims to build a “nest egg” of personal savings and investments that will supplement Social Security and pension benefits. Together, these three sources of retirement income have long been referred to as the proverbial “three-legged stool”—a solid and well-balanced foundation for building financial security in old age. However, Social Security benefits…

ways to charitably gift from simple to complex

Tax-Efficient Giving: Unlocking Smart Philanthropy

In a world where every act of kindness can make a difference, tax-efficient giving can empower you to support causes you care about while optimizing tax benefits. As a Certified Financial Planner™ professional and a Certified Tax Specialist™ with over a decade of experience, I’m here to guide you through the art of giving wisely.…

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…

How to Read Your Oregon PERS Statement – A Step-by-Step Guide

How to Read Your Oregon PERS Statement – A Step-by-Step Guide The Oregon Public Employee Retirement System (Oregon PERS) is the retirement program for all Oregon’s public service employees. Unlike other states, which have individual pension programs for various professions (one for nurses, one for teachers, one for police/fire, etc.), Oregon has just one pension…