Client Relationship Manager Gina Jacobson, CFP®, provides reminders and best practices for protecting your information and finances on the internet.
Financial Planning Video: Maximizing Employee Benefits
Client Relationship Manager Maria Malloy, CFP®, details ways employees can get the most out of their benefits.
Financial Planning Video: Important End-of-Year Reminders
Client Relationship Manager Katie Cummings, CFP®, lists activities clients can do now that will set them on good footing for the new year.
Webinar Recording: Cybersecurity Tips and Best Practices
Our internal compliance team, Cliff Yount, IACCP®, and Madison Steinbrenner, IACCP®, led this webinar on cybersecurity on Wednesday, October 15, 2025.
Maria Malloy, CFP®, Contributes Article to Elder Law Section Newsletter of Oregon State Bar
Client Relationship Associate Maria Malloy, CFP®, contributed the article “The SECURE 2.0 Act and You: How New Legislation Is Enhancing Retirement Planning,” to the October edition of the Elder Law Newsletter for the Oregon State Bar. In it, she details how temporary or expiring policies were made permanent, including provisions related to retirement planning, employer-sponsored retirement plans, catch-up contributions to retirement accounts, Roth IRA funding, and charitable contributions, among others. To read the newsletter, click the image below.
