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Collective Wealth Planning
Добавлен 3 ноя 2022
Collective Wealth Planning provides proactive, tax-efficient retirement planning for Oregon public employees and retirees. We are a fee-only, fiduciary firm that believes it's possible to align your money with what you care about to make life better.
How Does PERS Work in Oregon - A Guide for New Members
In this video, Brenna Baucum, CFP®, CTS™, breaks down the basics of how PERS works in Oregon, helping new members understand the key components of their retirement benefits.
This video will be most helpful for OPSRP members (those who joined PERS after August 2003). Whether you’re just starting your journey as an Oregon PERS member or want a refresher, this video highlights:
1) Your pension: A guaranteed lifetime benefit based on your salary and years of service
2) The Individual Account Program (IAP): Your personal retirement savings account
3) Optional 457(b) and 403(b) plans: Flexible ways to save even more for retirement
📖 Read the full blog post for more details:
💼 Visit our website: coll...
This video will be most helpful for OPSRP members (those who joined PERS after August 2003). Whether you’re just starting your journey as an Oregon PERS member or want a refresher, this video highlights:
1) Your pension: A guaranteed lifetime benefit based on your salary and years of service
2) The Individual Account Program (IAP): Your personal retirement savings account
3) Optional 457(b) and 403(b) plans: Flexible ways to save even more for retirement
📖 Read the full blog post for more details:
💼 Visit our website: coll...
Просмотров: 193
Видео
January 2025: Anytime Resolutions & Our Expanding Team
Просмотров 29914 дней назад
Happy New Year from Collective Wealth Planning! We're welcoming 2025 with exciting news, including our expanding team and participation in the Salem Reads program this spring. Here's what we're talking about this month: - Daisy the AI scam fighter: ruclips.net/video/RV_SdCfZ-0s/видео.html - The Dos and Don't's of Expressing Condolences: www.npr.org/2024/12/05/g-s1-35896/the-dos-and-donts-of-exp...
Event - Empowered Choices: Financial Literacy Through the Lens of Why Didn't You Tell Me?
Просмотров 4221 день назад
Collective Wealth Planning is proud to support Salem Reads 2025! Join founder Brenna Baucum for a closer look at this year’s book, Why Didn’t You Tell Me? by Carmen Rita Wong. On February 5, Brenna will share her presentation, Empowered Choices: Financial Literacy Through the Lens of Why Didn’t You Tell Me? Discover how personal financial history and family dynamics shape decision-making and ex...
December 2024 Newsletter - Yearend Charitable Gifting, Tax Law Changes and Thelma
Просмотров 163Месяц назад
Happy Holidays from Collective Wealth Planning! As we close out the end of the year, we expect we're not the only one sorting through several requests from our favorite charitable organizations. Check out our checklist to help ensure you make the most of your gift: collectivewealthplanning.com/wp-content/uploads/2024/11/CWP-What-Issues-Should-I-Consider-When-Establishing-My-Charitable-Giving-St...
November 2024 - Voting as an expression of Collective Wealth
Просмотров 702 месяца назад
The name of our firm embodies the idea that wealth reflects our many resources: money, time, and energy. How we spend those resources impacts all of us-the collective. Voting is one of the biggest ways to impact collective wealth, and we hope you do. In addition to encouraging your participation in democracy, Collective Wealth Planning founder Brenna Baucum shares a resource for understanding t...
What is the Oregon PERS Tax Remedy?
Просмотров 2953 месяца назад
This video explains the Oregon PERS tax remedy, a benefit that helps Tier 1 members offset state income taxes on their PERS benefits. In it, Collective Wealth Planning founder Brenna Baucum, CFP®, CTS™, covers who qualifies, how the remedy is calculated, and the importance of certifying Oregon residency to receive the benefit. You'll also learn what happens if you move out of state and how to r...
October 2024 - 3 months left; how is your to-do list looking?
Просмотров 1803 месяца назад
In this month's update, Collective Wealth Planning founder Brenna Baucum highlights why October is the perfect month to take the first right step toward checking some essential tasks off your to-do list. She also discusses resources for understanding the Oregon PERS Individual Account Program (IAP), an upcoming workshop on building your legacy, and the relatively new view of elderhood as "the f...
Event: Building Your Legacy Workshop - October 18, 2024
Просмотров 673 месяца назад
🍁 Building Your Legacy: Fall 2024 Workshop 🍂 Are you ready to shape your financial future and leave a meaningful legacy? We're looking forward to cohosting the Building Your Legacy event this fall, where we’ll dive into strategies for aligning your wealth with your values. 📅 Date: October 18th, 2024 ⏰ Time: 11:30 am - 1:30 pm 📍 Location: Chemeketa Community College Ag Hub - Building 60 In this ...
What is the Oregon PERS IAP (Individual Account Program)?
Просмотров 4974 месяца назад
If you're an Oregon Public Employees Retirement System (PERS) member, you've likely heard about the Individual Account Program (IAP) - but how does it fit into your retirement plan? In this video, Collective Wealth Planning founder Brenna Baucum, CFP®, CTS™ breaks down what the IAP is, how contributions work, and what it means for your financial future. We'll cover: - How your IAP contributions...
September 2024: Check the latest data breach for your info
Просмотров 8504 месяца назад
In this video, Collective Wealth Planning founder Brenna Baucum, CFP®, CTS™, explains the importance of checking for your personal data in the most recent data breach and discusses freezing your credit as a protective measure. She also shares the opportunity for Oregon PERS members to change their Individual Account Program (IAP) investment election this month. In addition, you'll learn about a...
August 2024 - Oregon PERS Lump Sum Options, Only Fee-Only Podcast, and Retirement Plan Adaptability
Просмотров 1265 месяцев назад
Happy August! Here are the resources to explore this month: Oregon PERS Lump Sum Options: collectivewealthplanning.com/understanding-oregon-pers-lump-sum-options/ Brenna Baucum on the Only Fee-Only Podcast: podcasts.apple.com/us/podcast/96-heartfelt-insights-into-financial-advisory-brenna/id1614506411?i=1000661772946 Retirement News, How do you Adjust a Client's Retirement Plan for Major Life C...
Understanding Oregon PERS Lump Sum Options
Просмотров 2006 месяцев назад
In this video, Brenna Baucum from Collective Wealth Planning discusses Oregon PERS lump sum options. With over a decade of experience as a CFP® advising clients on Oregon PERS, Brenna explains the various lump sum options available, including those that provide a monthly benefit. She also covers important considerations for rolling over lump sums into traditional IRAs or employer plans and offe...
July 2024 - Donor Advised Funds, Oregon PERS pension options, and why investing can be boring.
Просмотров 816 месяцев назад
Happy July! Here are some resources to explore this month: - Deciding Which Oregon PERS Pension Benefit is Right for You: collectivewealthplanning.com/deciding-which-oregon-pers-pension-benefit-is-right-for-you/ and its corresponding info-graphic: collectivewealthplanning.com/wp-content/uploads/2024/05/CWP-Oregon-PERS-Pension-Options-Explained.pdf - It’s Fine if Investing Bores You. Some Money ...
Deciding Which Oregon PERS Pension Benefit is Right for You
Просмотров 6137 месяцев назад
In this video, Collective Wealth Planning founder Brenna Baucum walks you through the pension options available to Oregon Public Employees. Whether you're Tier 1, Tier 2, or OPSRP, you'll get clarity around your choices and the pitfalls to avoid. Check out our blog with additional links and the visual shared in this video: collectivewealthplanning.com/deciding-which-oregon-pers-pension-benefit-...
June 2024 - Surrounding Yourself with a Growth Mindset
Просмотров 757 месяцев назад
Collective Wealth Planning founder Brenna Baucum shares a bit about her recent experience attending continuing education events and how important it is to find others with a growth mindset. Resources to explore: - How to Read Your Oregon PERS Statement: collectivewealthplanning.com/how-to-read-your-oregon-pers-statement-a-step-by-step-guide/ - Mom, Dad, We Need to Talk: www.audible.com/pd/Mom-a...
May 2024 - OPSRP Retirement Application, The Economics of Houseplants and Q1 2024 Market Commentary
Просмотров 928 месяцев назад
May 2024 - OPSRP Retirement Application, The Economics of Houseplants and Q1 2024 Market Commentary
How to Complete the Oregon PERS Retirement Application for OPSRP Members
Просмотров 5509 месяцев назад
How to Complete the Oregon PERS Retirement Application for OPSRP Members
Women's Worth Webinar - May 20, 2024
Просмотров 409 месяцев назад
Women's Worth Webinar - May 20, 2024
April 2024 - Elections and the Markets
Просмотров 479 месяцев назад
April 2024 - Elections and the Markets
February 2024 - Intrinsic vs Extrinsic Motivation
Просмотров 8111 месяцев назад
February 2024 - Intrinsic vs Extrinsic Motivation
The Trifecta of Tax Efficient Charitable Gifting
Просмотров 6011 месяцев назад
The Trifecta of Tax Efficient Charitable Gifting
January 2024 - Year One: Gratitude and Celebration
Просмотров 52Год назад
January 2024 - Year One: Gratitude and Celebration
Building Your Legacy Workshop - January 25, 2024
Просмотров 30Год назад
Building Your Legacy Workshop - January 25, 2024
December Newsletter - Long-term Care, Oregon PERS Benefit Estimate and Retirement Planning
Просмотров 138Год назад
December Newsletter - Long-term Care, Oregon PERS Benefit Estimate and Retirement Planning
How to Read Your Oregon PERS Benefit Estimate
Просмотров 1,3 тыс.Год назад
How to Read Your Oregon PERS Benefit Estimate
November 2023 - Giving Out of Anger? It's Okay.
Просмотров 27Год назад
November 2023 - Giving Out of Anger? It's Okay.
What happens to your tax liability with proper financial planning?
Просмотров 61Год назад
What happens to your tax liability with proper financial planning?
October 2023 - Social Security, Estate Planning & Workshops, Oh My!
Просмотров 103Год назад
October 2023 - Social Security, Estate Planning & Workshops, Oh My!