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Our blog is a collection of financial insights and tips designed to empower you on your journey to a fulfilling future.

From business retirement planning strategies and investment advice to budgeting tips and wealth management techniques, our articles cover a wide range of topics to help you make informed financial decisions.

We also post firm updates and announcements about our Deschutes Team. If you would like to stay up to date with us and receive more insights join us Here!

Monday, June 3, 2024

Navigating the options for your 401(k) when you leave a job can be daunting. Explore the four key choices you have for managing your 401(k) from a previous employer.

Thursday, May 9, 2024

Deschutes Investment Consulting would like to congratulate Phil Sherman for being named WINNER for the 2024 PLANADVISER of the Year in the Plan Participant Service category!

Tuesday, April 30, 2024

One of the most common questions people ask about Social Security is when they should start taking benefits. Making the right decision for you can have a meaningful impact on your financial income in retirement.

Monday, April 15, 2024

Learn smart ways to use your tax refund wisely. Pay off credit card debt, start a Roth IRA, contribute to an HSA, build emergency savings, make extra mortgage payments, and boost retirement savings.

Wednesday, April 3, 2024

Deschutes Retirement Plan Consulting Team's recognition in The NAPA Top DC Advisor Team list 2024 highlights their commitment to financial literacy, employee education, and impactful retirement planning services for workplace clients.

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Monday, March 4, 2024

We want to empower women with financial knowledge and strategies tailored for success. Our blog explores financial education, investing tips, navigating life transitions, overcoming challenges, and a free PDF guide for women and finances.

Thursday, February 1, 2024

Discover how the Biden administration's new rule targets 'junk fees' in retirement accounts, emphasizing the importance of working with fiduciaries to protect your savings and ensure fee transparency.

Monday, January 8, 2024

Explore top financial goals for 2024 to boost financial health, wealth building, and stability.

Friday, December 1, 2023

Understand the Federal Reserve System (the Fed) and how its decisions impact your finances. Learn about its functions, and its influence on interest rates, borrowing costs, savings, investments, and the overall economy.

Wednesday, November 1, 2023

Phil Sherman, CFP® a senior retirement consultant at Deschutes Investment Consulting, advocates clear communication, behavioral finance, and inclusivity in financial planning. Learn how to simplify jargon and understand clients' needs.