Rightsizing for Retirement

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The Anatomy of an Index

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Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Latest Blog Post

Social Security Announces 2024 COLA

October 30, 2023

The Social Security Administration has announced a 3.2% Cost of Living Adjustment (COLA) for 2024. This adjustment means the average Social Security retiree beneficiary will see their monthly check increase by about $57 to $1,849,...

Investing in the ULTIMATE Dividends (the Non-Financial Type)

October 30, 2023

For centuries, investors have sought dividend paying ventures. We encourage you to use your time and financial resources to pursue Experiential Dividends now so they can grow and provide many years of compound growth.

Should I be Worried About my Cash at the Bank?

March 13, 2023

Should you be worried? How should you protect your cash? What makes Silicon Valley Bank's situation unique? The sudden collapse of SVB created a lot of anxiety, is this isolated event or something that could spread?

Featured Team Member

Brian Worley, CFP®, CPWA®

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A fascination with investments is what brought me into this industry, but it’s the relationship with our clients and my coworkers that keeps me motivated and fulfilled.

Terra J. Thurgood, CFP^®, CDFA^®

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I love getting to know our clients through their stories, experiences, and unique circumstances. By better understanding them, I'm able to better serve as a guide through life's many, and often unexpected, transitions.

Jack L. Griffin, EA/LTC

I've been in the financial services industry since 1998 and my extensive experience in tax provides me with a unique ability to provide investment advice in a tax-efficient manner. I reside and service my clients from our branch in Oregon.

Barry T. Watson, CPA, CFP®

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I’m at my best when helping clients gain and maintain financial freedom. The demands of a profession, family and purposeful living are hard to balance. Simplifying a complex financial world is the heart of making it work.

Shandon Johnson, CFP^®

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I joined MWG in 2017 after receiving my BS in Financial Planning from UVU. Finding balance between enjoying the present and strategizing for a secure financial future is my favorite part of working with our clients.

Courtnee Hansen

I will most likely be the first voice you hear on the phone and the first person to greet you at our office. I'm passionate about building long-lasting relationships with our clients and ensuring their satisfaction with our services.

Julie Pos

Throughout my career, I've truly believed that nurturing strong client relationships is the key to building lasting partnerships. I take pride in supporting our team’s efforts to help clients achieve their financial goals.

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