My Pregnancy Guide My Preconception My Pregnancy My Motherhood Pregnancy Tools & Stuff Pregnancy Shopping  

Family Financial Planners Coos Bay OR

Local resource for family financial planners in Coos Bay. Includes detailed information on local businesses that provide access to financial expertise on money saving guidelines, household budget planning, wasteful spending elimination, daily expenditure control, retirement planning, prepaid tuition plans, higher education planning, and home equity loans, as well as advice and content on how to save money.

Mr. Loren B. Harwood, CFP®
(541) 269-5273
225 N 2nd St
Coos Bay, OR
Firm
Loren B. Harwood, CPA, LLC
Areas of Specialization
Estate Planning, Insurance Planning, Securities, Tax Planning, Tax Preparation, Wealth Management

Data Provided By:
US Bank - Coos Bay Office
(541) 269-5931
400 W Anderson
Coos Bay, OR
Drive Up Hours
Mon 09:00 am to 05:00 pm
Tue 09:00 am to 05:00 pm
Wed 09:00 am to 05:00 pm
Thur 09:00 am to 05:00 pm
Fri 09:00 am to 06:00 pm

Bank of America - North Bend
(541) 756-3102
1611 Virginia Ave
North Bend, OR
Type
Banking Center
Services
Banking Center Services: Change Order, Commercial Deposits, Night Deposits
Outdoor ATM Services: Open 24 Hours, Braille, Accepts Deposits
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday 9-5
Tuesday 9-5
Wednesday 9-5
Thursday 9-5
Friday 9-6
Saturday 9-2
Sunday Closed

US Bank - Coquille Valley Office
(541) 396-2122
209 N Central
Coquille, OR
Drive Up Hours
Mon 10:00 am to 05:00 pm
Tue 10:00 am to 05:00 pm
Wed 10:00 am to 05:00 pm
Thur 10:00 am to 05:00 pm
Fri 10:00 am to 05:00 pm

Jay Kolar
Valentine Ventures, LLC
(541) 389-4148
550 SW Industrial Way, Bldg 2, Suite 201
Bend, OR
Expertises
Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Richard J. Chiesa, CFP®
(541) 572-4080
531 Spruce St
Myrtle Point, OR
Firm
Coquille Valley Financial Mana

Data Provided By:
Wells Fargo - Coos Bay
(541) 269-5119
200 N Broadway
Coos Bay, OR
Type
Branch
Office Hours
Mon-Fri 09:00 AM-06:00 PM
Sat 10:00 AM-02:00 PM
Sun Closed

US Bank - North Bend Office
(541) 756-5161
1285 Virginia
North Bend, OR
Drive Up Hours
Mon 09:00 am to 05:00 pm
Tue 09:00 am to 05:00 pm
Wed 09:00 am to 05:00 pm
Thur 09:00 am to 05:00 pm
Fri 09:00 am to 06:00 pm

Chase Bank
(541) 572-5202
320 8th St
Myrtle Point, OR
Type
Freestanding
Office Hours
Mon:9:00-6:00
Tues:9:00-6:00
Wed:9:00-6:00
Thurs:9:00-6:00
Fri:9:00-6:00
Sat:closed
Sun:closed

Russell Francis
Portland Financial Advisors, Inc.
(503) 684-6116
12655 S.W. Center Street, Suite 520
Beaverton, OR
Expertises
Tax Planning, High Net Worth Client Needs, Ongoing Investment Management, Advising Medical Professionals, Retirement Planning & Distribution Rules, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA

Data Provided By:

Financial Planning Before Pregnancy

Financial Planning Before Pregnancy

Making the decision to return to work or be a stay-at-home mom after your baby's birth is a difficult one. Also, determining what your insurance will cover, finding out about your company's maternity leave policy, and even budgeting for diapers and clothing can be stressful. The earlier you begin planning these things, however, the better it will be for you and your family. Here are some tips to get your finances in order before you get pregnant.

Your Family's Income

If you and your partner both work, your finances can take a hit if you plan on staying home with your baby after the birth. The first step is to talk with your partner, and write down all of your current income and expenses. Now, calculate how feasible it will be to cover these expenses with only one income, as well as the costs of raising a child. Try to set aside money each month to prepare for pregnancy and parenting.

Health Insurance And Pregnancy

It's essential that you look into your health insurance plan before you get pregnant. Some health insurance plans won't cover prenatal care and testing, while others will even pay for midwives or doulas if you choose. You need to be thorough what about emergency C-sections, or newborn care after the birth? If you don't check the policy carefully now, you may be faced with some unexpected and expensive surprises during your pregnancy.
If your current plan leaves a lot to be desired, you can switch health insurance coverage to a lower cost plan. Women who are already pregnant when they switch plans need to make sure that the insurance covers pre-existing conditions. For lower income families, there are community programs in place that will provide low-fee insurance coverage for mothers and newborns.
Don't forget about life and disability insurance planning. If something happens to you, you want your baby to be provided for. You may have life insurance or long-term disability insurance...

Click here to read the rest of this article from My Pregnancy Guide