Retirement Planning

top of page

Pursuit Planning and Investments, LLC

About Us
Our Services
Blog
Resources
Login
More

Use tab to navigate through the menu items.

The Planner's Beta

All Posts
Video Library
Commentary / Current Topics
Equity Compensation
Investing
Life Management
Student Loans
Financial Advisor Benefits
Lifestyle
Retirement Planning
Self-Employed Business Owners
Tax Planning
Tutorials
Education Planning
Family Planning

Search

3 Financial Resolutions for 2025

Nate Baim, MBA, CFP®

Jan 66 min read

Commentary / Current Topics

3 Financial Resolutions for 2025

2024 Tax Planning: Inflation Edition

Nate Baim, MBA, CFP®

Dec 11, 20235 min read

2024 Tax Planning: Inflation Edition

Should You Max Out Your 401(k) Contributions?

Nate Baim, MBA, CFP®

Sep 29, 20236 min read

Retirement Planning

Should You Max Out Your 401(k) Contributions?

Health Savings Accounts Just Got More Powerful

Nate Baim, MBA, CFP®

Jun 23, 20235 min read

Health Savings Accounts Just Got More Powerful

The IRA for the Spouse in Flux

Nate Baim, MBA, CFP®

May 12, 20237 min read

Retirement Planning

The IRA for the Spouse in Flux

Financial Capability Beyond April

Nate Baim, MBA, CFP®

Apr 18, 20236 min read

Life Management

Financial Capability Beyond April

Tax Planning for Working Professionals

Nate Baim, MBA, CFP®

Apr 7, 20237 min read

Tax Planning for Working Professionals

SECURE 2.0 Act Enhancements Across the Retirement Continuum

Nate Baim, MBA, CFP®

Jan 4, 20235 min read

Commentary / Current Topics

SECURE 2.0 Act Enhancements Across the Retirement Continuum

What You Need to Know About Your 401(k)

Nate Baim, MBA, CFP®

Dec 7, 20226 min read

Retirement Planning

What You Need to Know About Your 401(k)

Quitting Loudly - Early Retirement Considerations

Nate Baim, MBA, CFP®

Nov 1, 20226 min read

Retirement Planning

Quitting Loudly - Early Retirement Considerations

Changing Jobs – What Happens to Your 401(k)?

Nate Baim, MBA, CFP®

Sep 13, 20224 min read

Retirement Planning

Changing Jobs – What Happens to Your 401(k)?

What Is a Target-Date Fund?

Nate Baim, MBA, CFP®

Aug 4, 20227 min read

What Is a Target-Date Fund?

You’re Self-Employed. How Do You Save for Retirement?

Nate Baim, MBA, CFP®

Jun 8, 20229 min read

Self-Employed Business Owners

You’re Self-Employed. How Do You Save for Retirement?

The Backdoor Roth IRA Tax Strategy

Nate Baim, MBA, CFP®

Jun 1, 20228 min read

Retirement Planning

The Backdoor Roth IRA Tax Strategy

New Job: What to Do With Your Old 401(k)?

Nate Baim, MBA, CFP®

May 24, 20229 min read

New Job: What to Do With Your Old 401(k)?

CONTACT US

Text or Call: 971-803-5948

Located in Portland, OR

Schedule a Virtual Meeting

First Name

Last Name

Email

Write a message - Please DO NOT send personal identification information such as your SSN or account numbers.

Thanks for submitting!

Current Clients

© 2018-2024 by Pursuit Planning and Investments, LLC. All rights reserved. Pursuit Planning and Investments, LLC, is a Registered Investment Adviser in the States of Oregon and Indiana and in other jurisdictions where exempted.

bottom of page