MCS team

In this blog, we’re going to break down what fee-only financial planning is, and we’ll provide some examples of how a fee-only financial planner can help you. Equally as importantly, we’ll talk about what a fee-only financial planner is not, and some types of financial advisors to avoid. What is financial planning? As fee-only financial […]

In this blog we discuss the question of if living in Bend Oregon is expensive – from an insider’s perspective. Before we get started, we are financial advisors in Bend with clients located across the country. We’ve written the following blogs about financial matters in Oregon, please check them out if you’d like. Why are

Over the last few years we have seen and heard stories of a spike of people moving from California to Bend Oregon. As Oregon wealth advisors and long-term residents, here’s our take on why people are leaving California for Oregon, and what you should know about some important differences (income and estate taxes, legal) between

Here are sample scam letters. If you have received any of these letters, or have received a similarly fraudulent communication that is not included below, please refrain from responding to them, block the sender of the correspondence, and/or contact the appropriate agency. Scam letters arrive in a number of ways, whether it be through direct

It seems as if everyone with an email address, cell phone, or internet connection is bombarded by scams trying to trick them into parting with their money. These scams occur on a widespread and consistent basis. In this article we’ll talk about inheritance scam documents, provide a checklist of signs of an inheritance scam, and

Financial scams in Bend, Oregon are exploding with the growth of the internet, just as they are for the rest of the country. In this article we’ll discuss common scams, how to recognize them, and some steps you should take to ensure you won’t be a victim. Before we get started, we are financial advisors

Keeping your money safe online is no simple task. In this article we’ll cover: The types of identity theft How to protect your money from identity theft How can you protect your online identity Protecting your online identity and reputation A cybersecurity checklist and internet security tips you should use Before we get started, take

Oregon is a beautiful and peaceful place to live – but how good an idea is retiring in Bend, Oregon? Read on and we’ll tell you what you need to know! Before we get started, we are financial advisors in Bend with clients located across the country. We’ve written the following blogs about financial matters