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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

February 2026 — Bend Volunteering

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

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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.

September 2021 – National Public Lands Day

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Remembering Our Friend and Colleague Tia Sanidad

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Bitcoin 101: Is It A Viable Portfolio Option?

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Washington State Long-Term Care Trust Act and What You Need To Know

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Quarterly Market Update: The Shot Heard Round The World

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The Basics of Social Security

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Indicators of Rising Interest Rates and Effects on Your Portfolio

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Harnessing The ‘Power of Now’ To Improve Your Investment Mindset

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Financial Independence Is The New Retirement

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