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1956 Meade Street
North Bend, OR 97459

St. Clair Capital Ventures

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When Markets React Behavioral Finance Should You Tap Retirement Savings to Fund College? Should You Ever Retire?

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Helpful Content

To choose a plan, it’s important to ask yourself four key questions.

What You Should Do About Insurance Following a Divorce

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

Personal Finance Tips for Military Families

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

 

Questions to Ask About Medicare

Take the guesswork out of your IEP or SEP with this helpful article.

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.

Strategies to Defend Purchasing Power Across Generations

Keep your wealth working by preserving purchasing power over time.

Personal Finance Calendar

Use this handy calendar to remember the year’s most important financial dates.

Glossary of Scam Terms

A helpful glossary of current scams.

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What Is the Dividend Yield?

Calculate the dividend yield of a holding and see what that means for income over time.

College Savings

See how much you may need to save now to cover future college costs for your child.

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

How Much Do I Need To Retire?

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

Student Loan Payoff Calculator: Extra Payments Can Save You

See how extra payments toward your student loans could shorten your payoff timeline.

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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

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