PERSAdvisor

09/02/2026

By contributing to an IRA, you make use of a powerful retirement savings tool. Be sure that you choose the one that's best for you, whether it's a traditional IRA or a Roth IRA.

09/02/2026

In the financial world, we call the five years before you retire the "Red Zone".

This 60-month window is when the focus shifts from accumulating wealth to coordinating your exit. It’s the time to align your PERS elections, your tax strategy, and your healthcare needs into one cohesive map.

Waiting until month 59 to start the conversation often means leaving options on the table. If you’re in the countdown, let’s make sure your strategy is ready for the finish line.

📞 (541) 690-1069
🌐 epicjourneyfinancial.com
📧 [email protected]
📍 930 Town Centre Drive, Medford, OR 97504

Oregon PERS financial advisors and insurance brokers help teachers & public employees with retirement planning, investments, tax and estate planning. Schedule a free consultation.

08/26/2026

While you can't control the forecast, you can control how prepared you are for it.

08/19/2026

Although cash is no longer king, demand for it remains.

08/19/2026

Over 20 years ago, I sat across from my first Oregon PERS client.
They were stressed, confused, and worried they were making the wrong decisions with their retirement.

That moment shaped everything I do today. Since then, I've helped hundreds of Oregon public employees (teachers, firefighters, state workers) navigate one of the most complex pension systems in the country. I hold the Chartered Retirement Planning Counselor (CRPC®) designation specifically because this work demands dedicated experience, not guesswork.

If you're approaching retirement and still not sure what your PERS benefits actually mean for your future, that's exactly the problem I solve. Let's build your retirement plan together.

📞 (541) 690-1069
🌐 epicjourneyfinancial.com
📧 [email protected]
📍 930 Town Centre Drive, Medford, OR 97504

08/12/2026

Prepare your portfolio — and your mindframe — for the ups and downs of the stock market.

08/05/2026

No matter where you live, if you're a U.S. citizen, you'll need to file a U.S. income tax return, whether you're liable for U.S. taxes or not. The tax laws for U.S. citizens living abroad are fairly complicated. Depending on whether the country where you are living has a tax treaty with the United S...

08/03/2026

If you’re dreaming of retiring at 58, you aren't just choosing a date; you’re choosing a lifestyle.

The gap between leaving your career and claiming full Social Security at 67 is a critical window. Without a "Bridge Strategy," those gap years can feel like a financial tightrope. We help you build a plan that allows you to enjoy your time now without permanently reducing your benefits later.

Time is your most valuable asset. How much is yours worth?
📞 (541) 690-1069
🌐 epicjourneyfinancial.com
📧 [email protected]
📍 930 Town Centre Drive, Medford, OR 97504

Oregon PERS financial advisors and insurance brokers help teachers & public employees with retirement planning, investments, tax and estate planning. Schedule a free consultation.

07/29/2026

Find out more

07/22/2026

You have until your tax filing deadline to make an IRA contribution for 2025