Bend Wealth Advisors

We are incredibly grateful to the Boys and Girls Club for hosting the fantastic Flannel and Frost Fundraiser! ?? It was an honor to attend and participate as a sponsor. Here's a glimpse of our disco ball ornaments that we included in the goody bags – a little sparkle for guests to take home with them. What a wonderful event and a huge win for the kids in Central Oregon. We are proud to support such a meaningful cause.

Bend Wealth Advisors extends our deepest gratitude to all veterans for their service and sacrifice. Here's our founder, Stu, riding with Miss West Coast at today's Veterans Day parade in downtown Bend.

Have you done your share of scrolling through news headlines this week? If you're looking for a simple breakdown of what's ahead for the economy, we've got you covered. With election results behind us, Chief Investment Officer Larry Adam looks at positive, long-term market trends that will remain in place in the months ahead.

Feeling haunted by your finances this Halloween? ?? At Bend Wealth Advisors, we believe financial planning should be as unique as you are. Whether you're looking for a little advice or a full financial roadmap, we're here to help. ?? Wishing you a fun and safe Halloween! ???

?? Celebrating Four Years of Bend Wealth Advisors! ?? Wow, where did the time go? Last week marked our four-year anniversary as Bend Wealth Advisors, and what an incredible journey it has been. Over these years, our team has grown to eight dedicated professionals (nine if you count Maggie, our beloved office dog ??). We've had the privilege of helping many families and business owners make smart financial decisions. So much has happened in the past four years, and as we continue to grow and evolve, we're always looking for ways to better serve our community. It's been an honor to be part of significant life moments, whether it's navigating a career change, planning for retirement, or investing in passions and hobbies. We truly appreciate the trust, referrals, and ongoing support from our clients, industry partners, and friends. Here's to many more years together! ??

Have you ever thought about how prepared you are for an emergency? With the hurricanes in Florida over the last few weeks, it's a good reminder to think about our own emergency plans. Have you checked if your personal documents are ready for an emergency? We've put together a guide to help you get organized.

Did you know only 23% of U.S. teens say they know how to make a budget? Back-to-school season is a great time to dive into financial literacy with your kids or grandkids. Teaching them about money—like needs vs. wants, budgeting, and saving—can make a big difference. Studies show that early financial education leads to smarter choices later on. Check out these tips to get started. Source: https://lnkd.in/enDjm-wZ

Have you seen all those headlines about the recent big Social Security number hack? It's easy to get desensitized with news like this, but it's smart to check if you're impacted. Here's what to do if you are: 1. Freeze your credit: It's free with Equifax, Experian, and TransUnion. 2. Monitor transactions: Weekly checks are best. 3. Sign up for credit monitoring: Some credit card companies offer this for free. 4. Set up alerts: For charges over a certain amount (e.g., $200). 5. Scrub social media: Remove personal details. 6. Enable multi-factor authentication: It's worth it! 7. Use strong passwords: Consider a password manager. 8. Check if you were impacted: Visit npdbreach.com. Stay safe! If you need help, reach out to us.

Today is National 401(k) Day (not quite as fun as National Bring Your Dog to Work Day but it's worth mentioning). It's a good excuse to give your retirement plan a quick check-up. Here's how you can make the most of it: - Peek at Your Plan: Take a quick look at your employer-sponsored 401(k). Are you making the most of it? Make sure your contributions match your financial goals. - Find Lost Accounts: Got old 401(k)s from previous jobs? Now's the time to track them down and consolidate. It makes managing your retirement savings easier. (If you want more information about what to do with those old accounts, check out our blog post from earlier this year). - Boost Your Contributions: Think about upping your contributions. Even a small increase can make a big difference over time. - Update Beneficiaries: Life changes, and so should your beneficiary info. Make sure it's current. Your 401(k) is a powerful tool, and National 401(k) Day is the perfect reminder to give it some attention. https://lnkd.in/g68qv3_p

Talking about money doesn't have to be boring. ?? While asset allocation and financial projections might not be thrilling, the results of good planning are exciting. Here are some common questions we help answer: - Planning a sabbatical? Discover how it impacts your retirement. - Discussing your estate plan with adult children? Learn how to do it without causing tension. - Preparing your children for an inheritance? We can guide you through it. - Protecting investments and leaving a legacy? Find out if it's time to consider gifting money. - Thinking about downsizing your home? We'll help you determine what you can afford. - Planning for your aging parents' care? Make sure it doesn't affect your own finances. No question is too big or small. From vacation home tax implications to funding a new business, we're here to help.