Sherpa Wealth Strategies Financial Planner in Bend, Oregon

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Tax Arbitrage in Your Sixties

Tax Arbitrage in Your Sixties

Tax Arbitrage in Your Sixties Your sixties are the very best time to defuse the tax time-bomb ticking away in your IRAs and 401(k)s. If you’re like many of our clients, you’ve diligently contributed to your IRA, 401(k) or other qualified retirement account for years....

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Secrets of The Modest Millionaire

Secrets of The Modest Millionaire

One of my first clients was a retired auto mechanic for the local city government. “Ron” repaired police cars and snowplows for a living. He never made more than $20,000 per year over his long career. Ron worked hard, spent less than he earned and consistently...

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Using Your Net Worth to Keep Score

Using Your Net Worth to Keep Score

Using Your Net Worth to Keep Score Your net worth is a simple but important calculation – it’s everything you own, minus everything you owe. Your net worth (or balance sheet) is a snapshot in time. Your net worth today might be a little more or less than your net...

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Contact
Information.

  (541) 633-7728

   (541) 633-7759

   [email protected]

    444 NE Norton Ave. #101,
       Bend OR 97701

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