The Great Senior Squeeze: Rising Costs, Shrinking Portfolios, and the Awkward Silence in the Advisor’s Office

convey to seniors the importance of planning for Sequence of Returns Risk

There’s a quiet collision happening in America right now—and it’s happening at the kitchen tables of seniors and in the conference rooms of wealth managers. On one side of the intersection: The rapidly rising cost of being alive. On the other: A generation with significant assets under management… that’s now being asked to spend those…

Nov 2026, EUGENE, OR – Freestone Mortgage is proud to announce that Chris Watkins has joined the team as a loan officer serving the Eugene and surrounding Southern Oregon markets. With a unique background as both a seasoned real estate investor and mortgage advisor, Watkins brings a rare combination of firsthand investment experience and creative client…

Oregon City, OR — 9-16-2025: Freestone Mortgage is proud to announce that Lisa Storaci, a seasoned loan officer with more than 30 years of experience, has joined the company. Lisa brings deep expertise across the banker, lender, correspondent, and broker arenas, and she has built her career on a strong foundation of ensuring excellence in her fiduciary duty.…

Modern two-story house with gray siding, large windows, and a double garage. The well-manicured lawn and clear blue sky create a welcoming, serene atmosphere.

If you’re shopping for a home right now, interest rates are probably top of mind. When rates rise, it can feel like your dream home slips just out of reach. But there are strategies designed to provide relief; one of the most effective is the Temporary Buydown, which allows buyers to purchase a home with a lower…

to show a thriving multigenerational family happy in their home

May 8th, 2025 Multigenerational living is more than just a housing choice—it’s a thoughtful, values-driven lifestyle that brings multiple generations together under one roof. Whether it’s grandparents helping with childcare, adult children supporting aging parents, or families combining resources for long-term stability, this approach offers emotional, financial, and practical advantages that strengthen the entire household.…