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Blog

Elderly man and woman laughing. The man is holding a map, and the woman is wearing a backpack. They look like they are travelling.
Neal Richards | Dec 7, 2021

Living the Dream: How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t working 40 hours every week?
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Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.
Neal Richards | Dec 4, 2021

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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Mother and daughter cooking and laughing
Neal Richards | Dec 2, 2021

Making the Most of Your Tax Return

Tax Planning
If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
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Tablet on a table with a coffee cup. On the tablet screen is several charts and graphs
Neal Richards | Nov 30, 2021

The Basics of Keeping a Balanced Investment Portfolio

Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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Group of young professionals in a meeting. They are in a casual office setting
Neal Richards | Nov 27, 2021

Money Management 101: Tips for Your Kids Entering the Workforce

Savings
If your kids are starting to enter the workforce, whether it’s a part-time job just for the summer or a full-time job after graduation, it’s essential they know
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Grandmother and granddaughter knitting together
Neal Richards | Nov 25, 2021

Retirement as a Single Woman

Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
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An exit sign in a modern office building
Neal Richards | Nov 23, 2021

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
Read More
An elderly man and woman sitting together. They have their backs to the camera and are looking out at a vineyard.
Neal Richards | Nov 20, 2021

Financing Long-Term Care: Your Options Explained

Health
It's not always pleasant to think about the possibility of needing long-term care, but it's a necessary part of getting older.
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A pair of reading glasses sitting on an open textbook. The book has content on taxes.
Neal Richards | Nov 18, 2021

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Retirement
Tax Planning
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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A paper heart on a sting. There is a large tear down the middle, but it hasn't split the heart in half yet.
Neal Richards | Nov 16, 2021

Divorce and Retirement: Here’s What You Need to Know

Retirement
Savings
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
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Neal Richards | Nov 16, 2021

Pre-Retirement Preparedness: Planning for Your Career Exit

Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
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The Pros and Cons of Investing in a 529 Plan for College
Neal Richards | Apr 1, 2021

The Pros and Cons of Investing in a 529 Plan for College

College
Education
Savings
Investments
One of the best ways to prepare for the cost of college is to start saving early. Here are some pros and cons of a 529 savings plan to consider.
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Bend Office

243 SW Scalehouse Loop
Suite 5B
Bend OR 97702

 

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301 S Main Street 

Suite 201

Moscow ID 83843

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Bend Office: 541-389-7777

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Investment Adviser Public Disclosure

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