Pursuit Planning and Investments, LLC

  • About You

  • About Us

  • Our Services

  • Blog

  • More

    • Resources
    • Current Clients

  • More

    Use tab to navigate through the menu items.
    Start Today

    The Planner's Beta

    Musings From a Financial Planner

    • 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
    Changing Jobs – What Happens to Your 401(k)?
    Nate Baim, MBA, CFP®
    • Sep 13
    • 4 min
    Retirement Planning

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

    What Is a Target-Date Fund?
    Nate Baim, MBA, CFP®
    • Aug 4
    • 7 min
    Investing

    What Is a Target-Date Fund?

    You’re Self-Employed. How Do You Save for Retirement?
    Nate Baim, MBA, CFP®
    • Jun 8
    • 9 min
    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
    • 8 min
    Retirement Planning

    The Backdoor Roth IRA Tax Strategy

    New Job: What to Do With Your Old 401(k)?
    Nate Baim, MBA, CFP®
    • May 24
    • 9 min
    Tax Planning

    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

    Thanks for submitting!

    • Instagram
    • White Facebook Icon
    • White LinkedIn Icon

    Fiduciary Oath

    Form ADV 2A

    Disclaimer

    Privacy Policy

    Current Clients

    Ethics 

    © 2018-2022 by Pursuit Planning and Investments, LLC. All rights reserved. Pursuit Planning and Investments, LLC, is a Registered Investment Adviser in the State of Oregon.