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BEYOND THE NUMBERS

An online journal of our latest views and no-nonsense financial education.

July 30, 2018

A decision many homeowners face is whether to pay-off their home mortgage early by making additional principal payments, or, instead, to invest this surplus cas...

June 7, 2018

64% of today's workers [1], according to a recent survey by the Employee Benefit Research Institute (EBRI), feel very or somewhat confident in having enough mon...

May 21, 2018

A growing concern for many parents is the future cost of their child’s education, second only to retirement. With the sky rocketing cost of college tuition, par...

March 24, 2018

The only people who look forward to tax season may well be the cybercriminals who are trying to steal your personal information.  Identity theft is the fastest...

February 28, 2017

Is it really worth paying someone for financial advice?

Although most Americans believe they are not saving enough for retirement, few are able to make lasting c...

November 7, 2016

Beginning in December 2016, Oregon is planning to launch a new ABLE Savings Plan for individuals with special needs or disabilities.  ABLE (Achieving a Better L...

October 27, 2016

Are you shopping for health insurance?  Beginning November 1st, you and your family can apply for new health insurance or switch healthcare providers by using t...

October 6, 2016

Are you expecting a financial windfall? Receiving a large inheritance or other sizable sum of money is a stroke of good fortune that most of us believe only hap...

September 27, 2016

If you're eligible for an early-retirement package from your employer, you should determine whether post-retirement medical coverage is included. These packages...

September 20, 2016

In retirement, how much can you safely withdraw from your investments?  

When it comes to retirement, the amount you spend is often more important than how you i...

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