When Smoke Clears: Lessons from Bedrock & Lookout Fires for a Guaranteed Retirement Income
(Photo courtesy of Rosell Wealth Management) Navigating the Hazy Realities of Unpredictable Times, Both in…
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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…
Your Home as a Source of Dollars in Retirement
If you own a home, you may be wealthier than you think. The equity in…
Entrepreneurs Thrive in Bend — Planning Ahead for Business Sale
Unraveling Bend’s Charms for Entrepreneurs & Avoiding Tax Dilemmas When it comes to entrepreneurship, there’s…
Should My Partner & I Buy a House Together Even Though We’re Not Married?
Purchasing a home with someone can be a rewarding experience, but life is full of…
The Rigorous Elimination of Stupid
(Photo courtesy of CrossPointe Capital) Everyone makes mistakes. Even smart people do dumb things. And…
Understanding Probate
When you die, you leave behind your estate. Your estate consists of your assets —…
Navigating the Rapids of Retirement Investing — A Kayaker’s Guide
(Photo courtesy of Rosell Wealth Management) As the warm rays of the morning sun kissed…
Does Travel Insurance Really Pay Off?
As a financial advisor I spend a lot of my time talking with clients about…
Life Insurance at Various Life Stages
Your need for life insurance changes as your life changes. When you’re young, you typically…