Category: Retirement
Personalized Budgeting: How a Financial Coach Can Tailor Strategies to Fit Your Lifestyle
November 1st, 2024
There are many ways to budget, each offering a different approach to managing your money. For example, the 50/30/20 rule is a popular method that divides your income into three categories: 50% for needs, 30% for wants, and 20% for savings or paying...
March 12th, 2024 When it comes to money, our decisions are more than just numbers on a page. They're reflections of our emotions and thoughts, deeply intertwined with how we perceive and interact with the world around us. One of the biggest influences on our financial decisions is our relationship...
August 31st, 2023 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...
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...
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...
Exploring the Psychology and Emotions Behind Decision Making
Save First Reopens
To Our Community
Save First Closes Doors at Catholic Charities of Oregon
What Is The Right Amount Of Retirement Money For Me?