Financial Planners Articles & Content
Near Eugene, Oregon

Elyssa at WhirLocalWhat is a Financial Advisor and Why Would You Work With One?May. 31st, 2022

What is a Financial Advisor and Why Would You Work With One?

A financial advisor assists individuals in broadly planning their client’s financial future and determining financial goals and how best to accomplish those goals. There are specialties in this field, which include Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Chartered Financial Consultant (C…
Elyssa at WhirLocalNavigating Retirement Savings: Understanding 401(k), IRA, and 403(b) AccountsFeb. 15th, 2024

Navigating Retirement Savings: Understanding 401(k), IRA, and 403(b) Accounts

Planning for retirement is a crucial aspect of financial wellness. With several tax-advantaged retirement account options available in the United States, understanding the nuances between them can help you maximize your financial security in your golden years. This basic guide will explore the differences and benefits…
Elyssa at WhirLocal10 Tips to Stretch Your Marketing Budget in the New YearJan. 12th, 2024

10 Tips to Stretch Your Marketing Budget in the New Year

As the champagne toast fades and resolutions begin to solidify, one thing remains constant for businesses of all sizes: the need to make the most of their marketing budget. In the face of rising costs and ever-evolving consumer behavior, stretching those precious dollars can feel like an Olympic feat. With a little st…
Elyssa at WhirLocalShould You File for Bankruptcy? Factors to ConsiderApr. 30th, 2022

Should You File for Bankruptcy? Factors to Consider

If you're considering filing bankruptcy, you're not alone. More people in the United States are filing for bankruptcy than you may think. While filing for bankruptcy might seem like an overwhelming decision or process, there are a few reasons why bankruptcy could be a wise financial choice. You Need to Pay for …
Elyssa at WhirLocalTips for Keeping Your New Year's Resolution This YearJan. 5th, 2022

Tips for Keeping Your New Year's Resolution This Year

Did you make a New Year's resolution or goal for 2022? If you're someone who struggles to keep their resolutions each year, we have some tips to help you out. Make it Achievable When making New Year's resolutions or goals, you'll want to make sure they are realistic and achievable. Instead of trying to hit t…

Other WhirLocal Neighborhoods in Oregon

Albany Area Ashland Area Astoria-Warrenton Area Beaverton Area Bend Area Canby Area Central Portland Corvallis Area Dallas Area East Portland Eugene Area Forest Grove Area Grants Pass Area Gresham Area Keizer Area Klamath Falls Area Lake Oswego Area Lebanon Area Lincoln City Area McMinnville Area Medford Area Molalla Area Monmouth-Independence Area Newberg Area Newport Area North Portland Northeast Portland Ontario Area Oregon City Area Pendleton Area Prineville Area Redmond Area Roseburg Area Salem Area Sherwood Area Silverton-Mt Angel Area Sisters Area Southeast Portland Southern Oregon Coast Springfield Area Stayton Sublimity Area Sunriver Area Tigard Area Tualatin Area West Columbia Gorge Area West Linn Area West Portland Wilsonville Area Woodburn Area