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    523 NW Colorado Ave. Suite 100 Bend, OR 97703 T: +1.541.306.4324 F: +1.541.588.5609
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Saving for K-12 education with a 529 plan
Learn about using 529 plans for more than just college savings.
Family & Lifestyle
Infographic: College majors for bright futures and lucrative careers
Take a glimpse into the most popular industries among college students to offer insight into what might be the most attractive fields today.
Family & Lifestyle
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How investments are taxed
You’ve built a nest egg, watched your investments grow, and...
Family & Lifestyle
Investing strategy: six principles to guide you
If you’re relatively new to investing, it can be confusing ...
Markets & Investing
401(k) plans: the basics
If your retirement is well down the road, you may be tempted to p...
Markets & Investing
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Understanding IRAs: traditional and Roth
An individual retirement arrangement – known commonly by i...
Markets & Investing
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Three ways to fund a Roth IRA
A robust retirement plan features multiple saving tactics that se...
Markets & Investing
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Can homeschooling and a full-time job co-exist?
Juggling schoolbooks and paychecks isn’t for the faint of heart, but can be a rewarding endeavor with the right expectations and support.
Family & Lifestyle
What to do after the loss of a loved one
Losing a loved one can be overwhelming and emotionally draining. ...
Family & Lifestyle
Trusts: vehicles to carry out your legacy
A trust can be a highly useful estate planning vehicle, designed ...
Estate & Giving
Five essential estate planning documents
Estate planning is about crafting a legacy that reflects your val...
Estate & Giving
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Bend Wealth Advisors logoBend Wealth Advisors logo
  • Bend Wealth Advisors
  • Bend Wealth Advisors: 523 NW Colorado Ave. Suite 100 Bend, OR 97703
  • T: +1.541.306.4324
  • F: +1.541.588.5609
  • Map & Directions
  • Map & Directions

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