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Feeling the Bite from High Oregon Taxes? The Kicker May Help

March 30, 2024 | Taxes

Oregon taxpayers will receive the biggest "kicker" in state history, representing approximately 44 percent of the taxes paid in 2022. The largest return in history will come in handy for those living in Multnomah County, which has some of the highest tax rates in the nation.

Documents to collect for filing my 2023 tax return

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

February 27, 2024 | Taxes

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.

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

January 30, 2024 | Family & Lifestyle, Financial Planning, Insurance

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.

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

December 15, 2023 | Estate Planning, Financial Planning, Insurance, Investments, Taxes

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.

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

November 30, 2023 | Family & Lifestyle, Financial Planning, Taxes

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.