Monthly Archives: January 2020

Episode 23 – What The SECURE Act Means for You



The recently approved SECURE Act has brought significant changes to the retirement system in the U.S. It’s time to explore these changes and discuss your new planning opportunities. 

In this episode, Royal Standley cracks open the SECURE Act to explain what changes are in effect and what they might mean for your retirement plan.  

In this episode, you’ll learn: 

  • How the death of the stretch IRA will impact the heirs of IRAs
  • Why Royal believes that the new RMD age opens up planning opportunities
  • Which changes to 529 plans could benefit a family with a new baby
  • How the policy behind 401(k) plans has been affected by the SECURE Act
  • And more!

Tune in now to find out what the SECURE Act has to offer you!

Resources:  Oregon Pacific Financial Advisors, Inc.

Advisory Services offered through Oregon Pacific Financial Advisors, Inc. Securities offered through United Planners Financial Services of America, Member FINRA / SIPC. Oregon Pacific Financial Advisors, Inc., and United Planners Financial Services are independent companies.


Episode 22 – How to Write Your Legacy Letter



Have you ever considered writing a legacy letter for your loved ones? 

In this episode, Royal Standley shares client examples and his own personal example of how a meaningful legacy letter can add heartfelt value to an estate plan. After all, passing along words of appreciation, thoughts, and intentions to your loved ones will stay with them a lot longer than any amount of money ever will.

In this episode, you’ll learn: 

  • About the benefits of using a trust
  • Why it’s important to have an advanced directive or a buy/sell agreement
  • What the value and purpose of a legacy letter is
  • Recommendations on what to include in your legacy letter
  • How to file your legacy letter for safekeeping
  • And more

Tune in now and learn how to write your own legacy letter.

Resources:  Oregon Pacific Financial Advisors, Inc.

Advisory Services offered through Oregon Pacific Financial Advisors, Inc. Securities offered through United Planners Financial Services of America, Member FINRA / SIPC. Oregon Pacific Financial Advisors, Inc., and United Planners Financial Services are independent companies.