Creating a financial or estate plan is never a one-and-done endeavor. How can advisors help identify the potential problems in a plan and correct the problem before it happens to the client? In this e

Most people dont know that the government has hit the debt ceiling and the Treasury Department is struggling to balance the finances. What does this mean for the rest of America? In this episode, Roy

During the shutdowns, those with social connections in their home or online experienced joy from not leaving the house. The reason? They had no reason to go out because they were still in contact with

During the first few months of this year, there has been a lot of news causing financial uncertainty and impacting the countrys economy. Is the rise of the Chinese Yuan something we should be concern

As you move through life your financial situation changes. Maybe you change careers, start a family or experience a life-changing situation. No matter what happens, a financial advisor can help you st

After joining Oregon Pacific Financial Advisors over a year ago and with over 20 years of experience in the financial planning and insurance space, Michele Farrell has dug her roots in the industry by

Financial planning designations are an alphabet soup of letters that arent always explained. How do you choose the right advisor for your planning needs? In this episode, Royal Standley focuses on wh

When the SECURE Act was first rolled out, clients were eager to learn more about the benefits they could receive. With the latest updates to the SECURE Act entering quietly, financial advisors and the

Creating an estate plan can be a lot of work, making sure everything is covered and all your assets are doing what you want them to. Not having one is even worse. In this episode, Royal Standley focus

The financial world took a hit during 2022, with the debate focused on when rather than if we will enter a recession. What do the investment and financial options of 2023 look like? In this episod