PERSAdvisor

06/03/2026

Here are some tips to help prevent yourself from making rash decisions when dealing with market volatility.

06/03/2026

The short answer? Sooner than you think. 🗓️

The best time to start planning is well before your target retirement date. Early education gives you the flexibility to adjust your strategy, maximize your IAP, and build the confidence you need to transition seamlessly.

The best time was yesterday; the second best time is today. Let’s get started.

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

05/27/2026

Your plan may allow you to access your money while you're working.

05/20/2026

Self-employed and business owners have a 401(k) option all their own.

05/18/2026

When it comes to your pension, what you don't know can cost you. 🚫

One of the most common mistakes is making benefit elections without understanding the long-term impact on survivor benefits or taxes. Another? Waiting until the "last minute" to explore your options.

We’re here to help you avoid the pitfalls and replace surprises with a solid plan.

📞 (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.

05/13/2026

If saving enough money to pay for your child's college education looks like more than you can manage, don't despair. You don't necessarily have to save 100% of the costs up front. At college time, you or your child can supplement your savings with loans, grants, scholarships, or other savings. But r

05/07/2026

SIMPLE IRA plans can be a good option for small-business owners looking for a retirement plan solution.

05/06/2026

It’s one of the most searched questions for a reason: "What actually is PERS?"

At its core, it’s a lifetime income system, but the "how" depends entirely on your Tier, your service years, and your final salary. Understanding the mechanics of your specific plan is the first step toward making informed decisions that last a lifetime.

Education is the best investment you can make in your future. 🎓

📞 (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.

05/05/2026

Your retirement plan might allow pre-tax, Roth, and after-tax non-Roth contributions. Which should you choose?

04/30/2026

So you are thinking about making a series of gifts protected from gift tax by the annual exclusion, or a large gift sheltered from gift tax by the applicable exclusion amount, but have concerns about losing access to the gifted property or its income if circumstances change. If you are married, one....