Magen L Fong

07/04/2026

06/22/2026

See how much you may need to save now to cover future college costs for your child.

05/26/2026

Honoring the brave, remembering the fallen

05/15/2026

PERS annual statements are on the way!

Starting in late May, members will begin receiving their 2025 statements, based on employer-reported data as of December 31, 2025. Be sure to watch your mail!

Once your PERS statement arrives, it’s a great time to give it a quick check-up.

Make sure your personal details—like your birth date, address, and employment information—are correct. These details directly affect your benefits. Your statement will also include updates on your pension, IAP account, and, if applicable, your EPSA.
Statements are sent in May each year after final numbers are confirmed in April.

Here are three important things to look at:
✔ Your personal information
✔ Your years of service (retirement credit)
✔ Your IAP balance and investment performance
If anything looks off—or if you’d just like help understanding what you’re seeing—don’t hesitate to reach out. I’m always happy to help!

Magen L Fong is an Investment Advisor Representative offering securities and advisory services through United Planners Financial Services (UP), member of FINRA, SIPC. Oregon Pacific Financial Advisors, Inc. & UP are separate companies.

05/13/2026

I’m grateful for another opportunity to provide education on the Oregon Public Employees Retirement System retirement planning to a great group at Oregon Association Chiefs of Police this week. It’s always a privilege to connect with dedicated professionals, answer questions, and help people better understand their retirement benefits. I truly enjoyed meeting everyone and appreciated the warm welcome!

04/26/2026

You are cordially invited to our upcoming webinar - 4 Keys to Cutting College Costs: How to avoid Overpaying.

RSVP today to guarantee your spot https://www.opfa.com/events/webinar-4-keys-to-cutting-college-costs-how-to-avoid-overpaying

04/18/2026

You are cordially invited to Sip & Shred Open House. Bring your confidential documents to shred, then join us for some wine and snacks. https://www.opfa.com/events/sip-shred-open-house-1

04/16/2026

If you’re a Tier 1 or Tier 2 PERS member, join us Thursday, April 2 for a pre-retirement webinar designed to help you prepare with confidence.

We’ll walk through how to determine if you’re ready to retire, how to get started, and how to understand your pension options so you can make informed decisions for your future.

Register today: https://www.opfa.com/events/webinar-oregon-pers-tier-1-tier-2-pre-retirement-informational-webinar-1

Please join us for our an informational webinar on navigating Oregon PERS as a Tier 1/Tier 2 employee approaching retirement.

04/02/2026

Ever had that moment where everything in the financial picture looks “fine,” but it is still not clear what to do next?

That is what Financial Literacy Month can be: moving from information to decisions.

A few ways it shows up in real life:

💡 Knowing which levers matter most: savings, taxes, and behavior during volatility.

💡 Streamlining overcomplexity, more accounts and products are not always better.

💡Treating retirement as a cash flow strategy, not just about investments.

💡 Preparing for healthcare and longevity costs with intention, not assumptions.

💡 Keeping estate documents, titling, and beneficiaries aligned, so everything works when it matters.

The payoff is clarity, fewer reactive decisions, and a strategy that stays coordinated as life changes.

Working with a financial professional can help translate knowledge into action across the full picture.