Skip to content


Lower Your Tax Burden

Live in a High Tax State Like Oregon? Here Are 9 Ways to Lower Your Tax Burden

I can’t wait to do my taxes, said no one ever. This especially rings true if you live in Portland, Oregon.  According to a report from Ernst & Young, Multnomah
Read More
Secure Act 2.0

What The Secure Act 2.0 Means For You

At the end of 2022, the Consolidated Appropriations Act was passed, which included a retirement bill known as SECURE Act 2.0. This law was built upon the original SECURE Act
Read More
Charitable Giving

How To Create a Charitable Giving Strategy

These days, requests for charitable donations are a year-round occurrence. Whether it’s giving money after a natural disaster, a request from your alma mater, or simply being asked whether you
Read More
Roth Conversion planning

Does a Roth Conversion Make Sense for Me?

As fall ends and winter begins, many people wonder what end of the year financial tasks and tax planning strategies they should be thinking about.  One planning opportunity we review
Read More
Optimism Among Uncertainty

3 Reasons for Optimism Among Market & Economic Uncertainty

It’s no secret that this year has been full of market and economic uncertainty. Inflation, the Fed, geopolitics and more continue to be on most of our radars.  Perhaps the
Read More
Save money with these green initiatives

How To Take Advantage of New Energy-Efficient Tax Rebates and Incentives

As part of President Biden’s recently passed Inflation Reduction Act, homeowners have a great opportunity to make energy-efficient upgrades to their home while saving money in the process.    Some
Read More