Firenze Wealth Management

06/03/2026

It’s easy for financial goals to drift into the background once the year gets busy. Summer can be a great time to pause, revisit priorities, and check in on the progress you’ve made so far.

In our latest blog, Carrie shares why mid-year goal tracking is less about perfection and more about staying aligned with what matters most as life and priorities continue to evolve.

https://www.firenzewealth.com/blog/goal-progress-tracking-a-mid-year-check-in-for-your-financial-plan

📞 (503) 963-6530 | 🌐 firenzewealth.com

06/02/2026

This Pride Month, we’re celebrating the importance of authenticity, connection, and creating spaces where everyone feels welcomed, respected, and supported.

At Firenze Wealth Management, we value the relationships we build and believe every individual and family deserves to feel seen and understood.

Happy Pride Month 🌈

06/01/2026

Social Security decisions can have a meaningful impact on your overall retirement plan, yet many people still feel unsure about when to file or what options may be available to them.

Join us on Thursday, June 11 at 4:00 PM as we discuss key Social Security considerations and strategies to help support more informed retirement planning decisions.

RSVP Today: https://us06web.zoom.us/webinar/register/WN_7trc2N-bSXCMaf55dhpttA #/registration

📞 (503) 963-6530 | 🌐 firenzewealth.com

05/31/2026

Happy Birthday to our Client Care Specialist, Alexa Spiridon! 🎉

We’re so grateful for everything Alexa brings to our team and the clients we serve each day. Wishing her a wonderful year ahead!

05/31/2026

Inflation has been a part of many recent conversations, especially as everyday costs continue to shift.

This article walks through how inflation works and how it can impact your overall financial plan, along with a few ways to think about it moving forward.

📞 (503) 963-6530 | 🌐 firenzewealth.com

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

05/25/2026

Today is a time to remember those who made the ultimate sacrifice in service to our country 🇺🇸

We honor their lives, their service, and the impact they leave behind.

Our office is closed in observance of Memorial Day.

05/20/2026

Taking time for reflection can bring clarity to where things stand and where you want to go.

Even a simple check-in can help ensure your plan continues to reflect your goals and priorities as they evolve.

📞 (503) 963-6530 | 🌐 firenzewealth.com

05/19/2026

We’re looking forward to tomorrow’s Women’s Life & Money Reset Workshop.

If you’ve been thinking about joining, there’s still time. It’s a great opportunity to step back, gain clarity, and hear from a panel covering financial planning, tax strategy, estate planning, and mindset.

📅 Wednesday, May 20
🕓 4:00 PM
📍 Firenze Wealth Management

👉 Register here: https://form.jotform.com/252405443848157

05/18/2026

Sometimes the most helpful financial decisions come from simplifying things, not adding more complexity.

Taking a step back and focusing on what matters most can make everything feel more manageable.

📞 (503) 963-6530 | 🌐 firenzewealth.com

An article about meditation, mindfulness, and financial well-being.

05/12/2026

Celebrating Alexandra Allen on her one-year anniversary with Firenze!

Over the past year, Alexandra has brought care, consistency, and attention to detail to every client interaction.

We’re grateful to have you as part of the team 🫶🏼