Better Planning & Investing

10/24/2023

Oregon College Savings Plans

With the fall season here, and the Beavers and the Ducks playing football on many of our TV’s, some parents and grandparents’ thoughts turn to the rising cost of tuition. As many of us know well, the cost of attending a four-year college or university has increased dramatically over the past sev...

08/08/2023

Better Planning & Investing let's you create your own client portal where all of your financial data is viewable in one place. Your no-cost initial plan awaits!

Onboarding is the first step in creating your no-cost initial financial plan. This video demonstrates the completion of the onboarding questions after an eMo...

07/12/2023

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07/12/2023

Don't buy financial products. Pay for advice.

07/12/2023

Our Services

Don't buy financial products. Pay for advice.

07/12/2023

Annuities have a bad wrap for a reason. But that doesn't mean they don't have a place in a financial plan when used properly.

The growing demand for more predictability and security planning for retirement income has led an increasing number of retirees and pre-retirees to look to annuities as way to provide more stability in their investment portfolios. They are also looking to annuities as a way to replace the third leg....

07/04/2023

Understanding Exchange-Traded Funds

Tax efficient meets low cost

01/07/2023

Christian founded Better Planning & Investing to make financial planning more widely available to those who want more control over their finances. By getting rid of investment commissions and large up-front planning fees he is removing the barriers to better advice.