The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

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What is a Sustainable Withdrawal Rate?

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You may have heard us talk about “The 4% Rule”, or the “5% Rule” when we discuss withdrawing from your investment accounts. How do we determine what a sustainable withdrawal rate is and how much can you plan to safely withdraw.

New Cancellation for Federal Student Loans and Delayed Repayment to 2023

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The new plan will cancel $10,000 in federal student loan debt for individual borrowers whose income is below $125,000 ($250,000 for married couples) in 2020 or 2021, plus another $10,000 for Pell Grant recipients.

Inflation Reduction Act: What You Should Know

August 17, 2022

Inflation Reduction Act includes healthcare & energy items, a new corporate alternative minimum tax, & an excise tax on certain corporate repurchases of stock. Significant issues on Medicare, Health Insurance, & Tax Credits outlined here.

Featured Team Member

Barry T. Watson, CFP®

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Barry enjoys using his unique skill set to help clients gain financial freedom. He has significant experience with portfolio management, investment analysis, tax, estate, and financial planning.

Shandon Johnson, CFP^®

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Shandon joined our team in December 2017. He received his BS in Financial Planning from Utah Valley University in 2017 and his CFP® certification in 2021.

Courtnee Hansen

Courtnee will most likely be the first voice you hear on the phone and the first person to greet you at our office. Her friendly personality provides a warm welcome, whether in person or over the phone.

Julie Pos

Julie Pos is the newest member of the Martin Worley Group. As a 20+ year mortgage professional, she brings practical experience within the financial sector and a passion for strong client relationships.

Jack L. Griffin, EA/LTC

Jack has been in the financial services industry since 1998. Jack's extensive experience in tax provides him with a unique ability to provide investment advice in a tax-efficient manner. Jack services his clients from our branch in Oregon.

Terra J. Thurgood, CFP^®, CDFA^®

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Terra has been providing tax & financial planning services for clients since 1999. She works to simplify the complexities of each client’s financial world, allowing them to focus on the things that matter most.

Brian Worley, CFP®, CPWA®

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Brian Worley is a founding partner of The Martin Worley Group. He utilizes his knowledge and experience to help clients work toward achieving their goals by developing personalized financial plans and portfolios.

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