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Thoughts and Insight to Help You Make the Most of Life

Our Blog is filled with a variety of topics ranging from rules and regulation changes to personal announcements and fun facts. We enjoy sharing with you, but we also invite you to share with us. If there is a topic you’d like us to address or something you’d like to say, please let us know. We hope to make this something you look forward to reading on a regular basis to stay informed on what’s happening personally, locally, nationally, and around the world.

Our Recent Posts

March 2026 – Kindering Annual Auction Gala

When Saving Becomes Identity: Helping Retirees Embrace the Life They Worked For

The World We Live In

Questions?

Our team stands ready to act as a driving force to keep your personal and financial goals moving forward. If you have any questions, we invite you to contact us today.

March 2026 – Kindering Annual Auction Gala

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When Saving Becomes Identity: Helping Retirees Embrace the Life They Worked For

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The World We Live In

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February 2026 — Bend Volunteering

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What Early Retirees Need to Know About Taxes – And Why it Matters

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Q4 Market Commentary: Long-Term Thinking

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Financial Plans vs. Resolutions: Why One Sticks

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Celebrating Marta Shen’s Remarkable Career

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December, 2025 — Bend Giving Tuesday

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