In last week’s webinar, Mat Hunnicutt, CFP®, Practicing Partner of Eagle Wealth, and City National Rochdale Portfolio Manager, Robert Meckstroth, CFA, discussed
Read More
Spring has finally arrived here in Central Oregon, despite the chilly temperatures lately. The days are getting longer, the birds and the bees are doing their
Read More
In the last few weeks, we’ve been bombarded with a number of disconcerting headlines. It’s no wonder that some people are nervous about what the future of our
Read More
A few months ago, we shared that the Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 passed last December. We briefly mentioned there
Read More
Last week, Silicon Valley Bank collapsed. The headlines sound scary — it's the second-biggest bank collapse in U.S. history. But there's a lot of
Read More
March 8th is International Women’s Day so there’s no better time to talk about women’s personal finance. If financial freedom leads to stability and personal
Read More
A few weeks ago, we shared our Tax Season Infographic that listed account contribution deadlines before Tax Day. While retirement accounts like IRAs and Roth
Read More
One of the most challenging personal finance issues we all face is an ever-expanding definition of “need.
Read More
We made it through January! Did that feel like the longest month for you too? Between the holidays, and gloomy weather, those big economic headlines were a
Read More
It’s Identity Theft Awareness Week. Anytime is a good time to tighten up your identity security, but if you haven’t been as careful as you intended, consider
Read More
Taxes are complicated enough, so we’re here to help answer your most common questions and bring clarity to this tax season.
Read More
National Financial Wellness Month comes each January. It's a time to either establish a financial strategy or take a few minutes to sit down and review it.
Read More