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PNWA Monthly Video - October 2023

Dive into our recent video analysis on the US economy's unfolding scenario. This edition sheds light on the Q3 GDP peak, anticipated slowdown due to increased interest rates, and the cascading effects on various economic sectors. From exploring the current job market dynamics to discussing the Federal Reserve's strategies in managing inflation, we provide a concise yet insightful look into the financial ebbs and flows that are shaping the economic landscape. Don't miss out on understanding these critical trends—watch the video for a comprehensive insight!

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Douglas Greenberg, a leading financial advisor in Portland Oregon is featured in latest article, "Experts provide tips to bounce back, as 'late boomers' fall behind in retirement savings" Thumbnail

Douglas Greenberg, a leading financial advisor in Portland Oregon is featured in latest article, "Experts provide tips to bounce back, as 'late boomers' fall behind in retirement savings"

The journey to financial security in retirement appears to have additional hurdles for the 'late boomers'. Recent findings highlight a concerning gap in their retirement savings, notably in 401(k) assets. While the aftermath of the 2008 financial crisis played a substantial role, the lack of effective leveraging of 401(k) plans added to the dilemma. Douglas E. Greenberg of Pacific Northwest Advisory unravels the scenario, offering actionable strategies. From maximizing contributions and seeking professional financial guidance to exploring alternative income streams, late boomers have a roadmap to enhance their financial stability as they approach retirement. The insights also beckon a call to action for younger generations, emphasizing the significance of steadfast retirement planning amidst economic uncertainties.

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Douglas E. Greenberg, a leading Financial Advisor in the Northwest is featured in an article, "Fewer retirees have wills in place, putting their families at risk of losing their inheritance" Thumbnail

Douglas E. Greenberg, a leading Financial Advisor in the Northwest is featured in an article, "Fewer retirees have wills in place, putting their families at risk of losing their inheritance"

A concerning trend is sweeping across retirees – the notable decline in the establishment of wills, putting the financial future of upcoming generations at stake. Recent studies unveil a stark reduction in formalized estate planning, particularly within marginalized communities. As millennials and subsequent generations grapple with economic challenges, the reliance on inheritance becomes increasingly pivotal. The barriers to estate planning, from the discomfort of discussing inheritance to the prohibitive costs associated with legal consultations, are multifaceted. However, the urgency to address this issue is paramount. Our latest blog post delves into the complexities of this trend, offering insights and potential solutions to ensure that legacies are not only preserved but transitioned in alignment with our values and familial ethos. Dive in to explore the landscape of this pressing issue and join the conversation on securing the financial future of the next generation.

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4 Essential Steps to Safeguard Your Digital Life posted by Douglas E. Greenberg Thumbnail

4 Essential Steps to Safeguard Your Digital Life posted by Douglas E. Greenberg

Explore the essential steps to safeguard your digital life with Douglas E. Greenberg, a trusted Financial Advisor in Portland, Oregon. Uncover insights on phishing scams, mobile security, account safety, and device protection tailored for the Pacific Northwest clients. Navigate the digital landscape with confidence, equipped with practical tips from northwest advisors at Pacific Northwest Advisory. Stay alert, secure, and empowered in an ever-evolving digital world. Your defense is your strongest weapon!

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Douglas Greenberg, a leading financial advisor in Portland Oregon is featured in latest article, Turbocharged Health and Wealth: Leverage HSAs in 2024 as Contribution Ceiling Lifts

In the wake of 2023, an exhilarating opportunity emerges for those striving to augment both their health and wealth. The new year beckons with increased HSA (Health Savings Account) contribution limits and an unparalleled chance to fortify your financial and health security. In this insightful piece, Douglas E. Greenberg, a renowned Financial Advisor based in Portland, Oregon, and President of Pacific Northwest Advisory, shares invaluable insights to navigate this enhanced financial landscape. Discover the triple-tax advantage of HSAs, learn how to optimize these potent financial instruments, and explore the balanced approach to prioritizing both immediate health needs and future financial wellbeing. Greenberg, with his extensive experience serving Pacific Northwest clients, illuminates the path to leveraging HSAs for a prosperous and healthy future. "Always prioritize necessary medical treatments and medications, even if it means withdrawing from your HSA,” advises Greenberg, underscoring the vital balance between current health and future wealth. Dive into the full blog to unravel the comprehensive guide to maximizing the benefits of HSAs in 2024, tailored action steps, and expert insights from the esteemed financial advisor, Douglas E. Greenberg. Your journey to enhanced health and wealth begins here!

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