Lessons Learned from Nonprofit Cash Management
Many professionals reach a point in their career where they start to seek a purpose…
Author Stu Malakoff, CPFA, CDFA, CRPC, CFP, President — Bend Wealth Advisors
What You Should Know About Passive Investing
Passive investing can be a tool to help you grow your wealth, but make sure…
How Long-Term Care Insurance Works
Let’s face it, unless you are talking about certain wines or steak, aging isn’t exactly…
A New Parent’s Financial Planning Checklist
Let’s face it, welcoming a new baby is a whirlwind of emotions. Pure joy? Absolutely!…
Unleash the Power of Oregon 529 Plans
During tax season, we regularly hear from potential new clients eager to explore ways to…
Navigating Your 401k After a Job Change
Leaving a job, whether planned or unexpected, can trigger questions about your 401(k) plan. It’s…
Navigating Holiday Expenses in an Unpredictable Financial Climate
The past few years have been a whirlwind of financial uncertainty, leaving many of us…
Is Security Fatigue Making You Financially Vulnerable?
How often do you read warnings about cybersecurity, scams, or identity theft? Between news reports,…
Unpacking the Psychology of Loss Aversion
How much do you monitor your investment accounts? For some investors, setting up auto contributions…
How to Find the Balance Between Student Loans & Retirement Savings
Student loan interest accruals resumed September 1 and payments will be due in October for…