Opus 111 Group, LLC

09/02/2026

The gang from Opus 111 Group gathered last night at to celebrate Jim Harvey's birthday. We won't tell you how old he became, but he got one candle on his cake for every 70 years.

08/28/2026

Opus 111 Group President Jim Harvey talks about checking your financial health during these slower summer months, and Opus' Andrew Harvey talks about August, being "National Make a Will" month in these excerpts from our weekly "Wealth Intelligence Report" radio show.

THE WEALTH INTELLIGENCE REPORT--Powered by the Opus 111 Group · Episode

08/25/2026

“You’ll pay less tax in retirement” isn’t always true. Combining Social Security with required minimum distributions can trigger the “tax torpedo,” potentially raising the effective tax rate on additional withdrawals. See how careful planning may help: https://bit.ly/3U4oJIl

Your Social Security income and RMDs will most likely combine to deliver a tax torpedo, but there are ways to reduce your income in retirement to pay less tax.

08/24/2026

Did you know married couples can potentially save twice as much for retirement as single individuals? There are numerous ways to maximize tax breaks and employer contributions. Find out how you and your partner can take advantage of these opportunities: https://bit.ly/4cmz7iA

08/20/2026

Walking into a room where everyone already seems to know each other can make even confident people freeze. A few simple strategies can make joining in feel less awkward.

🍽️ Start near the snacks: A shared moment at the food table creates an easy, low-pressure opening.
👀 Find an open circle: Look for a loose group with space, listen briefly, and respond naturally before introducing yourself.
🤝 Approach someone alone: Helping another person feel included can ease your own discomfort, too.
Get more expert tips for entering conversations and making real connections: https://cstu.io/2c2794

08/18/2026

Talking about death is tough, but knowing what happens to a mortgage can protect your loved ones.
Mortgages don’t disappear when someone dies; payments must continue
Family can assume payments thanks to federal protections
A clear estate plan avoids delays and disputes
Learn what steps to take now: https://bit.ly/fgkerluiTu

There are multiple possible outcomes when someone with a mortgage dies. Learn what to take care of before passing, and the steps if your loved one has already died.

08/14/2026

Catch our radio show, "The Wealth Intelligence Report" this weekend on any of these four Northwest stations!

08/12/2026

Thoughts for each decade of your life when it comes to retirement from our president and Chief Investment Officer, Jim Harvey!

Independence in Retirement Is Built, Not Discovered One of the most important financial questions anyone can ask is: What should you be doing in your 20s, 30s, 40s, and 50s to create a solid and comfortable retirement? Not the generic ...

08/11/2026

People often tell me the markets feel overwhelming—and they’re not sure who to trust.

I get it.

That’s exactly why I started talking plainly about money decades ago… and why I’ve hosted a weekly radio show since 2008.

▶️ Watch this video to hear what drives me. Then let’s connect—link in comments.

07/31/2026

Your AI-powered gadgets might be why your grocery bill and your MacBook cost more this year. AI data center spending is driving up chip and electricity prices, triggering higher prices on laptops, iPads, and gaming consoles. Learn more: https://cstu.io/a4a72f

Investment in data centers has made memory chips, computer processors and other equipment, as well as electricity, more expensive.