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Category: Financial Planning

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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Anika Financial Crossroads Podcast

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.
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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. 
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Debt Ceiling

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.
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Review your tax returns

What Issues Should I Consider When Reviewing My Tax Return?

You worked hard to get all your info to your CPA as soon as possible to have your taxes filed and completed by April 18th. Barring any extensions or other issues, you’ve likely received your return by now. If you’re like most people, you either celebrate the refund or bemoan the amount owed, and then move onto other things. 
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Ongoing Banking Turmoil

Ongoing Banking Turmoil: Cause for Concern?

The recent failure of three U.S. banks has dominated news headlines for the past few weeks and has spread to Europe. Credit Suisse, Switzerland’s second largest “global systemically important bank” and latest institution teetering on collapse, was purchased by UBS in a $3.2 billion deal brokered by regulators, making it Europe’s most significant banking merger since the 2008 financial crisis. 
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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. 
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