Articles by Financial Investment Team



The Why, When and What of Required Minimum Distribution 'RMD' and possible tax solution ideas

Why: The IRS says that retirement money cannot stay in a retirement account forever and requires a minimum distribution each year, resulting in you paying tax on your tax deferred dollars. more...

Do you speak Medicare? We do!

Parts A, B, C, D, HMO, PPO, POS, Formulary..Learning about Medicare can be like learning a new language. You need to learn the words and understand the main ideas. In short, you need to become fluent in Medicare for the annual open enrollment period, October 1st through December 7th. During this short two months, you must analyze your various plan options to select the plan that will last you through the next year. Fortunately, there is help. more...

Obamacare? Trumpcare? How about your care?

Another year another wave of health care changes coupled with rising cost for most. For Oregonians who do not receive health insurance under employer group plans or small employers trying to provide a valuable employee benefit, this time of year isn't just about holiday joy. Sadly, it can be filled with anxiety, and confusion over how your healthcare plan will change next year, and more importantly how much will it cost you and your family. more...

Let us ease the transition to retirement years

Whether you are steps away from retiring, newly retired or well settled into your retirement years, it is never too late to do some tax-focused financial planning to maximize retirement spending and minimize payments to Uncle Sam. more...

IRA options for retired people

Now that I am retired, what are the best options for taking money out of my IRA? more...