January is Financial Wellness Month, which means it is a great time to check in with your financial strategy. When it comes to setting a budget or reaching a goal it is not a “stop getting lattes” conversation; it is a “are we spending money on the things that matter?” conversation. Our advisors are here to help navigate the big questions with you.
The Holiday season is upon us, and many people are in the spirit of giving. As a Financial Advisory firm, we are here to answer any of the tough questions you may have about who, what, or how to donate money and support organizations you believe in.
Take a look at our 10-step Fall Financial checklist to help ensure you're on track for the rest of this year. 2022 is coming to an end and now is the perfect time to review your finances and set yourself up for success in the year ahead.
Deschutes Investment Consulting presents this employee spotlight, featuring the Head of Wealth Management Carl Burnham III. Carl specializes in comprehensive Financial Planning which he comments on in this Q&A.
Do you have a long-lost retirement account left with a former employer? With over 24 million "forgotten" 401(k) accounts holding roughly $1.35 trillion in assets, even the most organized professional may be surprised to learn of their unclaimed money.
"Will I outlive my retirement money?" This is one of the top fears for people who are starting to prepare for their retirement years.