Sherpa Wealth Strategies Financial Planner in Bend, Oregon

Blog

Top 8 Misconceptions About Life Insurance

Top 8 Misconceptions About Life Insurance

Here the top eight misconceptions about life insurance: My family will be fine. Besides, I get 1x my salary from my employer. Money aside, your family will not be fine. They’ll have a huge hole to fill without you there. I’ve seen surviving spouses immobilized with...

read more
Top 7 Reasons to Own Life Insurance

Top 7 Reasons to Own Life Insurance

As a Certified Financial Planner® with over two decades of experience, I’ve helped clients navigate the complicated world of life insurance and secure the appropriate coverage for their situation. Here are the top seven reasons to own life insurance: Family income...

read more
The (G) in ESG

The (G) in ESG

The (G) in "ESG" ESG stands for Environmental, Social and Governance. ESG criteria is used to vet a company’s practices in regard to the environment and communities. The “G” in ESG looks at an organization’s corporate governance Governance (or corporate governance)...

read more
The (S) in ESG

The (S) in ESG

The "S" in ESG ESG stands for Environmental, Social and Governance. ESG criteria used to vet a company’s practices in regard to the environment and communities. The “S” in ESG looks at an organization’s business relationships and impact on society, both internally and...

read more
The (E) in ESG

The (E) in ESG

The “E” in ESG There are a lot of different terms for responsible investing. SRI stands for Socially Responsible Investing, or Sustainable, Responsible and Impact investing or some combination of the two. There’s also green investing, values-based investing and ESG...

read more
The ABC’s of 529 College Savings Plans

The ABC’s of 529 College Savings Plans

The ABCs of 529 Plans May 29 is 529 day! 529 college savings plans are the most popular way to set aside money for college tuition. So what is a 529 and how does it work? A 529 plan allows folks – parents, grandparents, family friends – to save and invest money to pay...

read more
Tax Arbitrage in Your Sixties

Tax Arbitrage in Your Sixties

Tax Arbitrage in Your Sixties Your sixties are the very best time to defuse the tax time-bomb ticking away in your IRAs and 401(k)s. If you’re like many of our clients, you’ve diligently contributed to your IRA, 401(k) or other qualified retirement account for years....

read more
Secrets of The Modest Millionaire

Secrets of The Modest Millionaire

One of my first clients was a retired auto mechanic for the local city government. “Ron” repaired police cars and snowplows for a living. He never made more than $20,000 per year over his long career. Ron worked hard, spent less than he earned and consistently...

read more
Using Your Net Worth to Keep Score

Using Your Net Worth to Keep Score

Using Your Net Worth to Keep Score Your net worth is a simple but important calculation – it’s everything you own, minus everything you owe. Your net worth (or balance sheet) is a snapshot in time. Your net worth today might be a little more or less than your net...

read more

Contact
Information.

  (541) 633-7728

   (541) 633-7759

   info@sherpawealthstrategies.com

    444 NE Norton Ave. #101,
       Bend OR 97701

    Facebook         Youtube

Have questions for us?