Matthew Adams is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Jones & Roth in Eugene, OR and the surrounding communities.
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As your financial planner did an annual review of your financial plans, he or she probably went over your beneficiary designations to review...
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In an ever increasing complex world, one aspect of your financial lives that is not always correct is the beneficiary of your retirement...
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Generation Y investors are the most conservative generation of investors since the great depression, despite their long-term time horizon,...
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If you‘re reading this blog, you’ve at least taken some initiative to learn more about financial planning. Topics abound from setting goals to...
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Part II: Basic Documents: the WillAlthough there are many complex estate planning strategies, it is often the simplest items that are...
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What is your most important asset? When asked this question, most people respond with their house, their 401(k), or the inheritance they hope...
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Talk about pressure. Many Baby Boomers and Generation Xers are feeling it from multiple directions — from a sense of obligation to help their...
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There are few challenges more difficult than going through divorce and having a special needs child. As a divorced, single parent of a...
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You have goals for the New Year, things you want to accomplish for yourself or your loved ones, or a cause you want to support. And because...
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Last week FPA and Kiplinger’s hosted a free advice national call-in for the public to speak with advisors about elder financial abuse, and...
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