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

3 Financial Resolutions for 2025

3 Financial Resolutions for 2025

Commentary / Current Topics

Nate Baim, MBA, CFP®

Jan 66 min read

2024 Tax Planning: Inflation Edition

2024 Tax Planning: Inflation Edition

2024 Tax Planning: Inflation Edition

Nate Baim, MBA, CFP®

Dec 11, 20235 min read

Should You Max Out Your 401(k) Contributions?

Should You Max Out Your 401(k) Contributions?

Should You Max Out Your 401(k) Contributions?

Retirement Planning

Nate Baim, MBA, CFP®

Sep 29, 20236 min read

Health Savings Accounts Just Got More Powerful

Health Savings Accounts Just Got More Powerful

Health Savings Accounts Just Got More Powerful

Nate Baim, MBA, CFP®

Jun 23, 20235 min read

The IRA for the Spouse in Flux

The IRA for the Spouse in Flux

The IRA for the Spouse in Flux

Retirement Planning

Nate Baim, MBA, CFP®

May 12, 20237 min read

Financial Capability Beyond April

Financial Capability Beyond April

Financial Capability Beyond April

Life Management

Nate Baim, MBA, CFP®

Apr 18, 20236 min read

Tax Planning for Working Professionals

Tax Planning for Working Professionals

Tax Planning for Working Professionals

Nate Baim, MBA, CFP®

Apr 7, 20237 min read

SECURE 2.0 Act Enhancements Across the Retirement Continuum

SECURE 2.0 Act Enhancements Across the Retirement Continuum

SECURE 2.0 Act Enhancements Across the Retirement Continuum

Commentary / Current Topics

Nate Baim, MBA, CFP®

Jan 4, 20235 min read

What You Need to Know About Your 401(k)

What You Need to Know About Your 401(k)

What You Need to Know About Your 401(k)

Retirement Planning

Nate Baim, MBA, CFP®

Dec 7, 20226 min read

Quitting Loudly - Early Retirement Considerations

Quitting Loudly - Early Retirement Considerations

Quitting Loudly - Early Retirement Considerations

Retirement Planning

Nate Baim, MBA, CFP®

Nov 1, 20226 min read

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

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

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

Retirement Planning

Nate Baim, MBA, CFP®

Sep 13, 20224 min read

What Is a Target-Date Fund?

What Is a Target-Date Fund?

What Is a Target-Date Fund?

Nate Baim, MBA, CFP®

Aug 4, 20227 min read

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

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

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

Self-Employed Business Owners

Nate Baim, MBA, CFP®

Jun 8, 20229 min read

The Backdoor Roth IRA Tax Strategy

The Backdoor Roth IRA Tax Strategy

The Backdoor Roth IRA Tax Strategy

Retirement Planning

Nate Baim, MBA, CFP®

Jun 1, 20228 min read

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

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

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

Nate Baim, MBA, CFP®

May 24, 20229 min read

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