Our professionals are periodically asked to weigh in on timely topics regarding the economy, capital markets and personal finance. Below you will find our recent interviews with KXL radio hosts.
Planning for an Alternate Scenario
Scott Christianson, CFP®, discusses ways in which a well-intentioned estate plan can misalign with the deceased family member's intentions and how to avoid pitfalls related to beneficiary designations.
Planning for Our Children's Future
Samantha Pahlow, CTFA, AWMA®, provides an overview of important issues to consider when making legacy plans with children and grandchildren in mind.
2024 Key Numbers Related to Wealth Planning
As we move into the new year, we want to provide you with the latest 2024 Annual Limits Guide from the College for Financial Planning® . This guide contains many of the important financial and tax planning numbers that may apply to you in the year ahead. Staying up-to-date and proactive with these figures can help you maximize your financial opportunities and make informed decisions throughout the year.
Wealth Management Insights: The Value of Planning
Fourth Quarter 2023 Wealth Management Insights: Gifting IRA Funds to Charity and Other Smart Philanthropic and Tax Strategies
Presenting the fourth quarter 2023 publication of Wealth Management Insights titled, “Gifting IRA Funds to Charity and Other Smart Philanthropic Strategies.”
Third Quarter 2023 Wealth Management Insights: An Empowered and Secure Retirement
Presenting the third quarter 2023 publication of Wealth Management Insights titled, “An Empowered and Secure Retirement.”
Wealth Management Insights: Caring for Ourselves and Our Loved Ones
Collaborative planning for care needs can reduce family stress and ensure our housing, financial management, legal arrangements and healthcare is consistent with our personal preferences. In this quarter’s Wealth Management Insights video, Mary Lago, CFP®, CTFA, shares common decision points and items we can address in advance.
Wealth Management Insights First Quarter 2023: Planning for Incremental and Potentially Substantial Changes
Wealth Management Insights publication for first quarter 2023 titled, “Planning for Incremental and Potentially Substantial Changes.”
Social Security Spousal Benefits
Charissa Anderson, CFP®, CDFA®, explains the various aspects of Social Security spousal benefits and how it fits into retirement planning.
Third Quarter 2022 Wealth Management Insights Publication: Making the Most of All Your Benefits
Read our third quarter 2022 Wealth Management Insights publication in which Mary Lago, CFP®, CTFA, Charissa Anderson, CFP®, CDFA®, and Casia Chappell, CFP®, CPWA® share their thoughts on life insurance ownership, social security spousal benefits and long-term care insurance.
Important Considerations for Uniform Transfer to Minors and Uniform Gift to Minors Accounts
Parents and grandparents often ask how they can set up an account for minor children, to help them build good saving habits or to make financial gifts, while also delaying access until a future point in time. One common approach is to open a Uniform Transfer to Minors Act account (UTMA) or Uniform Gift to Minors Account (UGMA).
Proposed Changes for IRA Beneficiaries Under the SECURE Act
The SECURE Act brought significant changes to the retirement planning landscape. The wide-sweeping legislation impacted retirement plans in numerous ways, which are covered in this article.
Considerations for Strategic Tax and Wealth Planning in 2022
Here are highlights of the 2022 key financial figures that, depending on your stage of life, may impact your tax planning this year.
Preparing to Sell a Business
For many owners, selling or transitioning their business often ranks as the most important financial decision of their lives. Not only is this decision often highly emotional, but many additional factors exist that require careful attention and evaluation.
First Quarter 2022 Wealth Management Insights Video: Valuing the Resources of Time and Money
Mary Lago, CFP®, CTFA, discusses the theme for the first quarter of 2022, “Valuing the Resources of Time and Money.”
‘Tis the Season for Gifting
With the hustle and bustle of the season around us, many are considering the good cheer they can share with others. For those of the mindset that it is better to give than receive, here are some guidelines on making financial gifts.
Wrapping Up 2021 With a Bow: Year-End Planning
As we approach the hectic holiday season, we encourage you to pause and review your personal finances before we close the books on 2021.
Considering Medical Expenses in Retirement
As we plan for retirement, we also start to contemplate the reality of increasing healthcare expenses. Here are some important considerations in your planning.
Ferguson Wellman on Barron's Top RIA Firms 2021 List
Ferguson Wellman Capital Management was recently named to Barron’s Top RIA Firms 2021. Barron’s Top 100 RIA Firms 2021 rankings listed Ferguson Wellman at 60 out of 100 in the nation and was the only advisory firm to be recognized from Oregon.