beautiful green river looking downstream

Newsletters

Feb 2025
SMPL is not simple!

SMPL is not simple!

Oregon has more rivers designated as Scenic and Wild than any other state. Among the 68 rivers in Oregon so designated, the Rogue River is considered by experienced rafters as a “bucket list” whitewater trip. Pictured above is Blossom Bar on Oregon’s Rogue River. Ideal conditions to float it is when the water flow is […]
Jan 2025
How old are you, really?

How old are you, really?

The water above a river’s rapid can often be described as tranquil, giving no indication of the peril awaiting you around the bend. Your raft rides an avalanche of water that can fill an Olympic swimming pool in seconds. A river’s currents are routinely driving your raft into rocks that can easily flip the raft. […]
Dec 2024
Does it matter how old you are?

Does it matter how old you are?

Remember when you attained a certain chronological age you could get a driver’s license? Legally buy an alcoholic drink? Or, be considered an adult? Once an adult, your chronological age determines your eligibility for Medicare and Social Security—and the timing and amount of Required Minimum Distributions from your IRA. Other than that, your chronological age […]
Nov 2024
Year-End TO DO List

Year-End TO DO List

“Is my year-end financial TO DO list the same as last year’s?” Not quite. There is one new task: check if you have filing requirements under the CTA (Corporate Transparency Act). If you do, file a Beneficial Ownership Information Report. The CTA is recent legislation designed to increase transparency in corporate and partnership ownership and […]
Oct 2024
Who receives your estate —and when?

Who receives your estate —and when?

When a child, you could not wait to be older. Many years later when you are older, you want the clock to slooowww down for there is an inevitable event in your future. At that future moment, certain decisions you have made and actions you have taken will affect your family’s quality of life and […]
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