Planning Matters.

Answering An Age-Old (Old Age) Question: How Long Are You Going to Live?

Perhaps the biggest concern that clients share is whether their accumulated savings will last throughout their retirement years. How do they know if they’ve saved enough, or if they’re spending their nest egg too quickly? One of the key factors in the equation is life expectancy – but how many people know exactly how long they expect to live?

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How Should I Plan for Digital Assets in My Estate?

As a society, we are moving away from keeping documents in paper form, filed away in a filing cabinet. More and more documents, statements, pictures and bills are kept digitally in files on our computers or in the cloud. In this new age of digital storage, we all need to give some thought to what happens to our information upon death or incapacity.

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Know the 10 Signs: Early Detection Matters

Join us for a special presentation given by the local Alzheimer’s Association and sponsored by Johnson Bixby. It’s estimated that nearly 80,000 people throughout Oregon & SW Washington have Alzheimer’s disease, and it seems that nearly everyone has a personal story or knows someone who is coping with this diagnosis. In this seminar, attendees will…

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Do Your Parents Need Help? (Part 3 of 3)

Caring for your aging parents is not something you have to do alone—there are many resources out there to help you. In the third part of this three-part series on helping your aging parents, we’ll cover the resources you can turn to.

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Do Your Parents Need Help? (Part 2 of 3)

(If you missed Part 1, read it first to find out how to start the conversation.) As your parents age, it’s important to talk to them about the details of their financial information so you can take over if you need to.

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