Home/Tag: sustainability

Client Spotlight | Oregon Tilth, Inc.

By |2017-10-24T21:06:25+00:00October 24th, 2017|Categories: On Our Minds|Tags: , , , , , , |

Oregon Tilth is a nonprofit organization and leading certifier, educator & advocate for organic agriculture since 1974. Our mission to make our food system and agriculture biologically sound and socially equitable requires us to find practical ways to tackle big challenges. We advance this mission to balance the needs of people and planet through focus on core [...]

Sustainable Withdrawal Rates — Part 2

By |2014-10-20T17:28:07+00:00October 20th, 2014|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , , , , |

As mentioned in part I: Sustainable Withdrawal Rates, estimating the correct amount to withdraw from your retirement savings is critical in ensuring you make your investments last for your entire life as well as your spouses. Part II focuses on the various techniques that can be employed to minimize the risk associated with outliving your retirement [...]

Sustainable Withdrawal Rates — Part 1

By |2017-05-09T22:13:16+00:00October 17th, 2014|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , , , |

You’ve worked hard your entire life and you’ve saved diligently to make sure you’d have financial freedom in retirement. Now that you are either in retirement or getting close to it, you need to make sure your finances, i.e. what you have in your retirement portfolio, lasts the rest of your life and possibly that of [...]

The State of Financial Literacy

By |2017-05-09T22:12:21+00:00April 24th, 2013|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , , , |

Money is a fact of our everyday lives and in order to live happy, prosperous lives we must be financially literate.  Sadly, the data tells us that as a society we are not properly preparing ourselves or our children.  This means every day money creates unnecessary stress in our lives and our relationships. Here are some [...]

Financial Planning — Helping You See the Big Picture

By |2017-05-09T22:12:17+00:00April 16th, 2013|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , , , , , , , , , , , , , , , |

Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. That's where financial planning comes in. Financial planning is a process that can help you reach your goals by evaluating [...]

How to Invest Leading Up To — and In — Retirement

By |2017-04-18T20:53:58+00:00April 15th, 2013|Categories: Press Room|Tags: , , , , , , , , , , |

reposted from: FoxBusiness.comby: Andrea MuradApril 12, 2013 The retirement equation isn’t looking good for baby boomers right now. “Boomers have weathered many challenges in a short period of time: the financial crisis, high unemployment, rising medical costs and supporting aging parents and adult children,” says Pat O’Connell, executive vice president of the Ameriprise Advisor Group. “These [...]

Achieve Your Personal Goals

By |2017-05-09T22:12:02+00:00March 28th, 2013|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , , , |

In our lives we all struggle with achieving our goals. Sometimes we are not specific enough, it "took too long", or the goals were completely unrealistic. SMART goals are the best way to create goals that are achievable. Whether you are setting a goal for yourself, you employees, or your finances be sure to be SMART. SMART is [...]

Take Charge of Your Business in any Environment

By |2012-11-27T16:01:30+00:00November 27th, 2012|Categories: Business Wise, Uncategorized|Tags: , , , , , , , , , , , , , , , , , , , |

As business owners, way too much energy is spent fighting economic cycles.   Cycles cannot be controlled any more than the seasons.  Time and energy is better spent, understanding and learning to work with economic cycles.  Think about it this way, there is a time for everything.  Spring is a time for planting tomatoes.  If you ignore [...]

Conservation is a must for Prosperity

By |2017-05-09T22:11:30+00:00October 18th, 2012|Categories: On Our Minds, Uncategorized|Tags: , , , , , , , , , |

Here is an English lesson for today . . . Conservation by definition is “Preservation or restoration from loss, damage or neglect”; Prosperity is “The condition of . . . having success, flourishing, being well-off”.  That being said, one can see that in order to realize prosperity, conservation is needed.  Whether you are choosing to conserve [...]

Forward Thinker

By |2017-05-09T22:11:28+00:00October 17th, 2012|Categories: Press Room|Tags: , , , , , , , , , , , |

reposted from the Business Courierby: Steve WatkinsAugust 24, 2012 Forward Thinker: McNeill spent years as a CPA, then finally decided to stop looking back, the Business Courier  Mackey McNeill can't be quickly summed up. Sure, she's best known as the founder of Bellevue-based wealth advisory firm Mackey Advisors. But she also owns an organic farm, teaches [...]