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Family Financial Planners Portland OR

This page provides useful content and local businesses that can help with your search for Family Financial Planners. You will find helpful, informative articles about Family Financial Planners, including "Marital Bli$$: Eight Money Management Tips to Help You Stop the Fighting and Start the Uniting". You will also find local businesses that provide the products or services that you are looking for. Please scroll down to find the local resources in Portland, OR that will answer all of your questions about Family Financial Planners.

Derek Lenington
Lenington Financial
(503) 928-5585
107 SE Washington Street, Suite 455
Portland, OR
Expertises
Retirement Plan Investment Advice, Cash Flow/Budgets/Credit Issues, Hourly Financial Planning Services, Middle Income Client Needs, Planning Issues for Unmarried & Same-Sex Couples, Investment Advice without Ongoing Management
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

David Morganstern
CMC Advisers, LLC
(503) 227-5284
4800 S.W. Macadam Avenue, Suite 305
Portland, OR
Expertises
High Net Worth Client Needs, Planning Issues for Business Owners, Estate & Generational Planning Issues, Retirement Plan Investment Advice, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, AIF, CFP®, MS

Marilyn Bergen
CMC Advisers, LLC
(503) 227-5284
4800 S.W. Macadam Avenue, Suite 305
Portland, OR
Expertises
Advising Medical Professionals, Women's Financial Planning Issues, Planning Issues for Business Owners, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

Shawn Koch
Koch Financial Partners, LLC
(503) 505-5868
205 SE Spokane Street, Suite 368
Portland, OR
Expertises
Hourly Financial Planning Services, Retirement Plan Investment Advice, Divorce Planning, Planning Issues for Unmarried & Same-Sex Couples, Middle Income Client Needs, Advising Employee Benefit Plan Participants
Certifications
NAPFA Registered Financial Advisor, CFP®, JD

Joseph Alfonso
Aegis Financial Advisory
(503) 290-1089
4500 SW Kruse Way, Suite 100
Lake Oswego, OR
Expertises
Helping Clients Identify & Achieve Goals, Tax Planning, Ongoing Investment Management, Advising Employee Benefit Plan Participants, Estate & Generational Planning Issues, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, ChFc, EA

James Corbeau
Maas Capital Advisors, LLC
(888) 354-6227
351 NW 12th Avenue
Portland, OR
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Planning Issues for Business Owners, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Robert Pool
Arcadia Investment Advisors
(503) 224-4089
825 NE Multnomah Street, Suite 1160
Portland, OR
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®, CFS, MSFS

Ryan McClung
McClung Wealth Management
(503) 639-4070
1500 NE Irving, Suite 430
Portland, OR
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Planning Issues for Business Owners, Real Estate Investments, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Russell McAlmond
Evergreen Capital Management, Inc.
(503) 223-8880
10300 SW Greenburg Road, Suite 115
Portland, OR
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Hourly Financial Planning Services, Planning Issues for Business Owners, Retirement Plan Investment Advice, Special Needs Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, ChFc, CLU, CTFA, MBA, MSFS

Peggy Kessinger
Cedar Financial Advisors, LLC
(503) 512-5890
3853 SW Hall Blvd
Beaverton, OR
Expertises
Helping Clients Identify & Achieve Goals, Planning Concerns for Corporate Executives, Advising Entrepreneurs, Advising Employee Benefit Plan Participants, College/Education Planning, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Marital Bli$$: Eight Money Management Tips to Help You Stop the Fighting and Start the Uniting

Provided By: 

Finance

Marital Bli$$: Eight Money Management Tips to Help You Stop the Fighting and Start the Uniting
By Eric Tyson, MBA 
Email
Jul 9, 2010, 17:53

   

Your W-2s have arrived and with them comes the annual marital tension. The two of you made a decent income in 2007 but, once again, there's little to show for it. If you're the "saver" in the marriage, you're glowering at your new-car-buying, Starbucks-swilling, iTunes downloading spouse. If you're the "spendthrift," you're deflecting her righteous indignation with a defensive "What? I'm not allowed to have any fun?"

Yes, this time of year is always rife with money conflicts and regrets-but financial counselor Eric Tyson says it doesn't have to be this way.

"Why not make this the year that you have a frank discussion about the money issues in your marriage?" suggests Tyson, author of the new book Let's Get Real About Money! Profit from the Habits of the Best Personal Finance Managers (FT Press, December 2007, ISBN-10: 0-1323416-1-1, ISBN-13: 978-0-1323416-1-5, $19.99). "For most couples, those insufficient funds are often a result of poor communication skills and other personal problems that result in difficulty handling money. If you don't address these issues head-on, you'll never get a handle on your money."

One problem that plagues modern day marriages is a tendency for the two individuals within a married couple to give in to "me" thinking instead of buying into the "we" thinking that should come when you join your life with someone else's. This phenomenon can lead to selfish overspending practices or, on the other end of the spectrum, secret money stashing.

"I've been surprised over the years by how many people have stashes of money hidden from their spouses," notes Tyson. "Stashing money isn't any healthier than regularly blowing your paycheck and leaving your spouse to pay all the bills. Likewise, if both of you have the same unhealthy spending patterns-say, spending every dollar or hoarding every dollar-you're headed for trouble and unhappiness. Finding financial stability within a marriage is all about balance."

The old cliché is true. While opportunities for conflict abound in marriage, from child rearing to sex to recapping the toothpaste, money issues can set off some of the largest fireworks (and produce plenty of smoldering hot spots just under the surface). Here's Tyson's advice that will help solve your money problems now:

Start talking about money now. Most people are raised to believe that it's impolite and inappropriate to discuss money with others, and are taught that it's a private, personal, and confidential matter. The result is that most couples never seriously talk about money. While dating, they are in denial about the importance of all things financial, even though it's a huge issue looming on the horizon.

"If you avoided talking about money while you were dating-and chances are you did-don't kee...

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