Finding a New Path: Thriving Beyond Burnout in Mid-Life
Burnout can signal a fresh start. Learn how high-achieving professionals are reclaiming their lives and redefining success with purpose.
Category: Financial Planning
What to Do After a Data Breach: A 2024 Guide to Safeguarding Your Identity
The latest company compromised - National Public Data - could impact hundreds of millions of Americans and reveal information like names, addresses, and Social Security numbers. Read on for important tips on how to protect yourself.
What Financial Documents Do I Need To Keep On File?
Need a break from the heat? Cool off with some shredding and filing. Our handy checklist will help you decide what to keep and what to purge.
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.
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.
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.
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?
Financial Crossroads Podcast: Margin for Error
Anika was recently a guest on the Financial Crossroads podcast to talk about her contributions to Jonathan Clements' newest book, My Money Journey.
What Issues Should I Consider When Reviewing My Insurance?
Summer is in full swing, and road trips are some of the best ways to get out and explore nature and new places.
What Do I Need to Know About the Debt Ceiling?
After months in and out of the headlines, the debt ceiling issues have become a sharp focus.