Category: Retirement
Save First Reopens
August 31st, 2023
To Our Community
We are thrilled to announce that Save First Financial Wellness has found a new home! In partnership with Lighthouse Financial Foundation, Save First will continue to serve the Washington and Oregon communities beginning August 1, 2023.
Lighthouse Foundation...
Save First Closes Doors at Catholic Charities of Oregon
April 26th, 2023
To Our Community,
It is with a heavy heart that we announce Save First Financial Wellness will be closing our doors at Catholic Charities of Oregon after a fruitful 13 years of serving over 20,000 members of the Portland metro and beyond.
Our final day with Catholic Charities of...
What Is The Right Amount Of Retirement Money For Me?
November 10th, 2022
During an appointment I had with a client on retirement recently, the conversation moved to questions related to how much money would be necessary for them save in order to retire. Is my investment allocation appropriate? How much do I need in savings?
These questions focus on the...
Values- What is Important to You?
October 28th, 2022
It is good practice for all of us to know both what is important and what is enjoyable in life. This topic is discussed during the client meetings where I often ask clients to find a place where they can relax, free up their minds and think about it. Contemplate what you would like...
September 30th, 2022 There’s nothing like back-to-school time to remind me of the challenges of real-life budgeting! In the budgeting world, we generally categorize expenses as “fixed” and “variable”.
What are they?
Fixed expenses remain the same each month like rent,...
Expenses- Tips on Gaining Control