the planners
RECENT ARTICLES
September 2025
September- NEWSLETTER -2025What's happening at Tadman Financial?We’re looking forward to our upcoming October seminars! Both events require RSVPs, and we’ll have dedicated event pages available soon. If you’re interested in attending, please RSVP as soon as possible,...
Market Commentary | August 25th, 2025
Weekly Market CommentaryAugust 25th, 2025Week in Review... Last week began with a focus on the housing market, where housing starts for July exceeded expectations, reaching 1.428 million new construction starts. However, building permits issued during the same month...
Complimentary Dinner & Presentation Event | Retirement Benefits Made Simple
Complimentary Dinner & Presentation for the State of Oregon EmployeesJoin us for a complimentary dinner and presentation about Integrating PERS, IAP, Oregon Savings and Growth, Health Insurance, Long-Term Care Insurance, and Other Benefits in Retirement Planning....
The 10-15 years before retirement are exciting for us financial advisors. It’s the time to get all of your ducks in a row, so to speak, so that your transition into retirement comes as smoothly as we think it should.
During this time, we can evaluate your income needs today and at your desired retirement age to see if you are on track. We will consider your:
Retirement accounts
Real estate holdings
Business assets
Life insurance policies
Tax situation
Now might be the right time to look into long-term care insurance as well as to take steps to think about your estate planning needs and goals.
ASK A QUESTION
We’re happy to help.
RECENT ARTICLES
September 2025
September- NEWSLETTER -2025What's happening at Tadman Financial?We’re looking forward to our upcoming October seminars! Both events require RSVPs, and we’ll have dedicated event pages available soon. If you’re interested in attending, please RSVP as soon as possible,...
Market Commentary | August 25th, 2025
Weekly Market CommentaryAugust 25th, 2025Week in Review... Last week began with a focus on the housing market, where housing starts for July exceeded expectations, reaching 1.428 million new construction starts. However, building permits issued during the same month...
Complimentary Dinner & Presentation Event | Retirement Benefits Made Simple
Complimentary Dinner & Presentation for the State of Oregon EmployeesJoin us for a complimentary dinner and presentation about Integrating PERS, IAP, Oregon Savings and Growth, Health Insurance, Long-Term Care Insurance, and Other Benefits in Retirement Planning....
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