News & Insights
News & Insights
Plain-English articles on the questions I get asked most. Most of them come with a short video.
Retirement Income
Annuities
Public Employee Pensions
Social Security
Equity Compensation
Business Exit Planning
Insurance & Long-Term Care
Market Updates
Public Employee Pensions
Oregon PERS Tier 1 vs. Tier 2: what it means for your retirement date
The tier you’re in changes your benefit formula, your contribution rate, and often the earliest date you can retire without a reduction. Here’s the plain version.
Retirement Income
Should you take the lump sum or the monthly benefit?
The single most consequential choice most public employees face. It’s a math problem, but the math depends on things people rarely think about — longevity, survivor needs, and what else is guaranteed.
Social Security
Claiming Social Security when you already have a pension
Windfall elimination and government pension offset rules trip people up every year. Here’s who they affect and who they don’t.
This blog is a 6–12 month asset. The plan is 2–4 posts a month, consistently, each one paired with a short video. Consistency matters more than volume — a 40-post dump gets no more traction than four good posts.
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