James Frank is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Metis Wealth Advisory Group in Lake Oswego, OR and the surrounding communities.
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Sending your children off to college with the values and readiness to handle financial responsibilities is a prodigious step toward their own...
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Two weeks ago, I became the proud uncle of an 11-year old boy at a wonderful celebration where more than 80 foster children found homes in...
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As we approach the Holiday Season, our thoughts of giving usually rise. Whether it be for family and friends or for those in need, or causes...
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A straightforward beginning to thinking about retirement planning is to recognize and accept the inescapable truth that an individual cannot...
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Have you ever struggled to determine when you should sell a stock? If you have, then you are not alone. Most investors focus almost all of...
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Unless you have been on another planet for the past several months, and or years, you know that we are facing difficult financial times. Our...
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You can’t take your money with you, but you sure can determine who will get it and, in some cases, how they will receive it.One item you may...
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Life is good. You love where you live. You’re flourishing at work. Your income is growing, and so, too, is your bank account. Everything, it...
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One way to cut the sting of heavy credit card bills is to set a new agenda when it comes to credit. Consider the following ideas:Set Dates for...
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“October. This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May,...
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