Skip to content

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

January 30, 2024 | , ,
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. 
Read More
Beginning of the Year

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

December 15, 2023 | , , , ,
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.
Read More
Portland high taxes

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

November 30, 2023 | , ,
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.
Read More
HSA

It’s Open-Enrollment Season. Is an HSA Still Right for You?

October 25, 2023 | , ,
High-deductible health plans have gained popularity among numerous employers. Is it worth contemplating one for yourself?
Read More
Anika Financial Crossroads Podcast

Financial Crossroads Podcast: Margin for Error

August 30, 2023 | ,
Anika was recently a guest on the Financial Crossroads podcast to talk about her contributions to Jonathan Clements' newest book, My Money Journey.
Read More
Insurance

What Issues Should I Consider When Reviewing My Insurance?

July 31, 2023 | ,
Summer is in full swing, and road trips are some of the best ways to get out and explore nature and new places. 
Read More
Debt Ceiling

What Do I Need to Know About the Debt Ceiling?

May 31, 2023 | ,
After months in and out of the headlines, the debt ceiling issues have become a sharp focus.
Read More
Review your tax returns

What Issues Should I Consider When Reviewing My Tax Return?

April 26, 2023 | ,
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. 
Read More
Ongoing Banking Turmoil

Ongoing Banking Turmoil: Cause for Concern?

March 29, 2023 | ,
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. 
Read More
Lower Your Tax Burden

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

February 27, 2023 | ,
I can’t wait to do my taxes, said no one ever. This especially rings true if you live in Portland, Oregon. 
Read More
Load More