• All
  • Blog
This is a cybersecurity checklist that talks about keeping your money safe online, how to protect your bank accounts, and other online financial security tips.

A guide to keeping your money safe online (+ cybersecurity checklist)

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 …

Read More →
This is a scene from beautiful Oregon, where many people spend their final years if they are prepared enough by having done proper retirement planning in Bend, Oregon or the surrounding area.

A guide to retirement planning in Bend, Oregon

As financial advisors in Deschutes County, we’ve seen our share of people retire. Here is a look at the guidelines you should be following, as …

Read More →
This is an image of a fee-only financial advisor working with a client.

How to find a fee-only financial advisor: four easy steps

The decision to hire a financial advisor is an important one that can have a major impact on the quality of your life. If you …

Read More →

Questions to ask your financial advisor

What services do you offer? What is your new client minimum investment amount? Will you sign a fiduciary oath? If not, why? What are your …

Read More →

COVID-19 and Contingency Planning

The MCS mission to “Transform money from a source of worry to a resource for fulfillment” extends beyond “Managing Risk to Increase Wealth”. In times …

Read More →

Security Checklist 2

My Devices: My computer/tablet/phone requires a password before I can use it Anti-virus software is installed and set to automatically update on my: desktop computer …

Read More →