In this crazy time, the last thing you want to worry about is what you’re going to do with your retirement accounts. At Vested Partners, we can lay out your options and help you through the transition.

We will be hosting another shred day at our office on Saturday, April 25th, 2026 from 8 am – 11 am.  300 E. 2nd Street in Salem near John M. Oakey Funeral Home. Limit of 3 bags or boxes.  No metal, batteries, electronics or other non-paper material.  Staples and paper clips OK. Open to the public. No RSVP required. Households only, no businesses. We are also handing out donuts and coffee and will have a drawing for a desktop micro-cut shredder. Questions on what to save and what to toss?  Read this Forbes magazine article.

Don’t let valuable tax breaks and financial opportunities slip away with the end of the year.

Robyn explains why she uses a revocable living trust for her own estate—and why it might be right for your family, even when probate isn’t as bad as you’ve heard.

At Vested Partners, we specialize in collaboration.

Smart retirement planning isn’t just about how much you save—it’s about how much you keep after taxes.

Think a DIY will is the easiest way to handle your estate planning? Even one signature mistake could make it impossible to probate—leaving your family facing costly legal battles during an already difficult time.

Blended families bring together the best of two worlds. Smart financial planning helps ensure every member of your family is supported and secure.

A personal milestone—my youngest turning 18—reminded me that life’s changes happen gradually until suddenly everything is different, including what your estate plan needs to protect.

Not every family has a gathering place where the door is always open and love is always abundant. We did.