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Documents to collect for filing my 2023 tax return

What Documents Do I Need to Collect for Filing My 2023 Tax Return?

Whether you keep everything in a shoebox or online, ensuring you have everything you need to file your taxes is a big task. Let this handy guide help you get organized.
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Portland's Ice Storm: Lessons Learned and Preparation for Next Time

Portland’s Ice Storm: Lessons Learned and Preparation for Next Time

Both our respective neighborhoods were hit pretty badly by the recent snowpocalypse. Fresh off the experience, we developed a checklist to help the next time a bad winter storm blows Portland's way. 
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Beginning of the Year

What Issues Should You Consider at the Start of the Year?

Resolutions aside, the beginning of a new year is always a great time to take stock of your family's finances and plan for the year ahead. Let our handy checklist walk you through some key areas.
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Portland high taxes

Tired of thorny Rose City taxes? Here’s what to consider when weighing a move out of Portland

High taxes are prompting many Portland residents to consider moving out of Multnomah County. If you're one of them, here’s a framework for weighing that decision.
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It’s Open-Enrollment Season. Is an HSA Still Right for You?

High-deductible health plans have gained popularity among numerous employers. Is it worth contemplating one for yourself?
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Fed interest rates

What Does The Fed’s Latest Move Mean For You?

Last week, the Federal Reserve met and kept rates unchanged with a target range of 5.25% to 5.5%. Despite investors anticipating this, markets responded negatively.
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