Is Your Financial Plan Built for Real Life?

Is Your Financial Plan Built for Real Life?

Is Your Financial Plan Built for Real Life?Garrett Dresen
Published on: 16/12/2025

Explore practical ways to manage risk, diversify investments, and build a plan aimed at long-term financial stability and peace of mind in uncertain markets.

Financial Planning
Oregon’s Estate Tax: How to Plan Around the $1 Million Limit

Oregon’s Estate Tax: How to Plan Around the $1 Million Limit

Oregon’s Estate Tax: How to Plan Around the $1 Million LimitGarrett Dresen
Published on: 08/12/2025

Oregon’s estate tax exemption is only $1 million. Learn how to plan around it with smart gifting, trust strategies, and liquidity planning.

Financial Planning
Mastering Cash Flow for Long-Term Financial Success

Mastering Cash Flow for Long-Term Financial Success

Mastering Cash Flow for Long-Term Financial SuccessGarrett Dresen
Published on: 26/11/2025

Discover strategies to improve cash flow management and achieve lasting financial success through better budgeting, saving, and investing habits.

Financial Planning
How to Coordinate Your Business and Personal Finances

How to Coordinate Your Business and Personal Finances

How to Coordinate Your Business and Personal FinancesGarrett Dresen
Published on: 26/11/2025

Discover strategies to grow and protect your personal wealth by coordinating smart financial planning with holistic business insights.

Financial Planning