The Roth Conversion Window Between Retirement and RMDs
For many of the households I work with, the lowest-tax years of their adult lives arrive by surprise. They land
retirement planning for women
Why Is My Account “Low” on Cash? And 4 Other Questions Clients Ask Me
This is part of Across the Table, the series where I answer the questions clients actually ask me, the way
When a Spouse Dies: What Happens to the Survivor’s Taxes
Of all the conversations in my work, the widow’s penalty is one couples most want to skip and the one
The Questions Women Ask Before They Hire Me
This post is part of Across the Table, the series where I answer the questions women actually ask me, the
If Schwab Ever Failed, What Would Happen to Your Money?
There’s a question clients tend to ask quietly, usually near the end of a first or second meeting, often with
5 Questions I Hear Most From Women Getting Close to Retirement
Many women start our first conversation the same way: “I think we’re okay, but how do I know for sure?”
Before It’s an Emergency: Your Senior Living Options in Oregon
Most families meet Oregon’s senior living options on the worst possible day. There’s a fall, a hospital stay, and a
Should You Switch Financial Advisors? How to Tell If Yours Is Right for You
Maybe your husband always handled the investment accounts, and now that responsibility has landed with you. Maybe you’ve simply reached
5 Things Your Estate Planning Attorney Wishes You Already Knew
Oregon’s estate tax catches more families than you’d expect. If you’re near retirement and your net worth has crossed $1
The Family CFO’s Defense Against Fraud Isn’t Sharper Judgment. It’s a System.
Here is a fact about fraud protection that almost no one wants to sit with. Median household wealth peaks somewhere