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Sherpa Wealth Strategies Financial Planner in Bend, Oregon
Tax Arbitrage in Your Sixties

Tax Arbitrage in Your Sixties

by | Apr 20, 2021 | Financial Planning, Taxes

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....
Using Your Net Worth to Keep Score

Using Your Net Worth to Keep Score

by | Apr 15, 2021 | Financial Planning

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...