HSAs are particularly beneficial for healthy individuals seeking greater control over their healthcare finances, providing significant tax benefits along the way.

Asking for help with your finances is a significant decision, which is why it is important to find the right person to guide you.

We understand that early retirement is a reality for many, often due to unforeseen circumstances like health issues, caregiving responsibilities, attractive retirement packages, or job changes. Preparing for this phase requires careful planning and strategic decision-making.

At Willamette Wealth Partners, we’ve observed that retirement spending predominantly falls into five major categories, with travel being just one of them.

As you approach retirement, the question of where your money will come from becomes increasingly significant.