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Plan for your retirement with insights and knowledge based on your age, your goals and your financial situation.

Preparing for Retirement

Why Save for Retirement When You're Newly Married?

If you're asking why save for retirement when you're just getting started in a new life together, here are some reasons to stick with a budget and continue reaching toward your financial goals.

July 2019
Preparing for Retirement

Planning Your Retirement as a Dual Income Family

Here are four topics that should be a part of the conversation when a two-income couple is discussing retirement plans.

July 2019
Preparing for Retirement

FIRE: Creating Financial Stability in Your 20s to Retire in Your 40s

Build on your earnings so that you can create enough financial stability to walk away from the nine-to-five in 20 years and follow your dream.

May 2019
Preparing for Retirement

Use an Assisted Living Evaluation to Choose a Retirement Community

A good senior living community allows you to have it all — lifestyle services, entertainment, socialization, and medical care — literally on your doorstep. Here are some questions to guide your decision-making process.

March 2019
Preparing for Retirement

Independent Retirement Plans for Gig Economy Workers

If you want to set money aside for your post-job life, you'll need to do it yourself with one of several available independent retirement plans.

February 2019
Preparing for Retirement

Debt Consolidation: Can It Help If I'm Already Retired?

If you've found yourself retired, but still carrying debt let's explore ways to lighten your overall financial load.

February 2019
Preparing for Retirement

Retirement Without a 401(k): What Does this Look Like?

As you enter retirement without a 401(k). You'll need to consider how you'll supplement your Social Security benefits and what other financial resources can you put toward retirement costs.

January 2019
Preparing for Retirement

The Best Trips for Newly Retired Travelers

Here are some ways to choose the best trips for newly retired travelers.

January 2019
Preparing for Retirement

Which IRA is Right for You: Comparing Traditional and Roth IRAs

When it comes to saving for your future, one place to start is figuring out which Individual Retirement Account (IRA) best fits your needs — a Roth IRA or a traditional IRA.

October 2018
Preparing for Retirement

Becoming a Landlord: Is it Right for Me?

Becoming a landlord can be a great way to boost your income and build some long-term equity in the Portland area's booming real estate market. Here are some important things to know before deciding if it's the right step for you.

October 2018
Preparing for Retirement

Business Financing 101: First Steps to Starting Your Own Business

When it comes to business financing, here's what solopreneurs need to get their company off the ground.

October 2018
Preparing for Retirement

Money Talks: Talking About Final Wishes with Family

While it's important to discuss your posthumous intentions, it may be difficult for your loved ones to think about your passing and imagine having to deal with questions of inheritance while grieving that loss. However, starting those conversations early will ultimately relieve you and them of a tremendous burden when the time comes.

September 2018

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