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Blog

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Retirement Calculator: Are You On Track to Reach Your Goals?

May 25, 2021
Categories
Retirement
Savings
Thinking about retirement and fixed-income living can be overwhelming. Here are some things to consider when planning...
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How can a Financial Advisor Assist me with Lowering Tax Liability?

May 20, 2021
Categories
Tax Planning
With income comes taxes, and investment incomes are no different. As your portfolio grows into retirement, it’s...
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Selling Your Home After Retirement: The Benefits of Downsizing

Mar 15, 2021
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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The Risk of Reverse Dollar-Cost Averaging for Retirees

Mar 4, 2021
What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed...
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Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

Feb 22, 2021
If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to...
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Should You Retire at the Same Time As Your Spouse?

Feb 17, 2021
If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the...
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Retirement Income Planning Requires Realistic Spending Assumptions

Feb 1, 2021
If you have read any literature on retirement planning or have received advice from a financial professional, chances...
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Understanding Your True Risk Tolerance is Vital to Portfolio Performance

Jan 25, 2021
As anyone would have expected, the extraordinary convergence of extreme stock market volatility, low interest rates...
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Should You Have a Living Trust?

Jan 18, 2021
A will is the foundation of your estate plan and it is essential if your financial affairs are to be settled in...
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Are Advisory Fees Tax Deductible?

Jan 11, 2021
It’s tax season again, and a question we get from a number of clients after receiving their yearend statements is, “Are...
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Asset Allocation = Risk Allocation

Dec 28, 2020
While the current stock market boom has some people rejoicing it doesn’t appear as though their level of anxiety has...
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Getting the Most from Your 410(k) Plan

Dec 21, 2020
401(k) plans were established by Congress to encourage individual savings towards retirement. Offered through employers...
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About

I am dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, I strive to be my client's trusted advisor.

Website navigation

  • Home
  • About
    • Meet Norm Knodt
    • Process
    • Philosophy
  • How I Can Help
    • Business Owners
    • Families
    • Individuals
  • Product and Services
    • Asset Allocation
    • Business Succession Planning
    • Insurance
    • Retirement Planning
  • Resources
    • Calculator Library
    • Useful Websites
    • Blog
    • Clients Login
  • Contact

Address

7525 Falcon Crest Drive Ste. 102
Redmond, OR 97756

Contact

Securities and advisory services offered through Cetera Advisor Networks LLC, Member FINRA / SIPC, a broker/dealer and a registered investment adviser. Cetera is under separate ownership from any other named entity.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is published for residents of the United States only. Financial Advisors of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks site at www.ceteraadvisornetworks.com.  

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