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  • Writer's pictureNate Baim, MBA, CFP®

Finish This Year Strong

Enjoy this week's edition of the Planner's Beta

Beta (n) - climber's jargon that designates information about a climb This digest's purpose is to share observations, ideas, and treasures found this week which you may also find insightful. Sharing does not mean it's an endorsement. I am endorsing the pursuit of knowledge and exploration.

I hope you and your family had a relaxing Thanksgiving! Becky and I maintained a relatively low key Thanksgiving. We made it out to the Sister's area in Central Oregon for some snowshoeing. I took this photo of Broken Top from the slopes of Mt. Bachelor near sunset. It was a great Thanksgiving weekend!

Monthly Financial Planning Item

This checklist covers several planning issues that you should consider before updating your estate plan.

All too often, I see folks with no estate plan. Estate planning is the process of determining how your wealth will pass on to your heirs. Even those who are young need to create an estate plan. This vital task often gets pushed off. Doing so can result in stress and pain for your heirs in the unfortunate event you pass away. Whether you are single or have a young and growing family, I encourage you to review this guide. Use this guide to identify areas you need to address so that your estate's transfer is as smooth as possible. This checklist covers 18 of the most critical planning issues to identify and consider before updating your estate plan. The checklist includes:

  • Beneficiary & Fiduciary Issues

  • Assets & Property Related Issues

  • Minors & Children Related Issues

  • And More

Take the time to consider the items on this list to uncover any items needed to be included in your estate plan. Having a systematic process helps you better identify planning elements that could benefit you and your heirs this year and beyond. If needed, feel free to place time on my calendar.

Quote of the Week

"Knowledge is proud that he has learned so much; wisdom is humble that he knows no more." - William Cowper


Have something on your mind? Schedule a free call with Nate.


Pursuit Planning and Investments, LLC is an Investment Adviser registered with the State of Oregon. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Past results do not guarantee future results. Please contact us at 971-803-5948 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions.  Additionally, we recommend you compare any account reports from PPI with the account statements from your Custodian.  Please notify us if you do not receive statements from your Custodian on at least a quarterly basis.  Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.

Investing involves risk. Past results do not guarantee future returns. This content should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice. The performance of an index is not representative of any particular investment, as you cannot invest directly in an index.


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