Skip to content

Category: Financial Planning

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
Secure Act 2.0

What The Secure Act 2.0 Means For You

January 30, 2023 | , , , ,
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 legislation passed in 2019. 
Read More
Charitable Giving

How To Create a Charitable Giving Strategy

December 16, 2022 | , ,
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 want to “round up” at the checkout line, there are endless opportunities to give. 
Read More
Roth Conversion planning

Does a Roth Conversion Make Sense for Me?

November 28, 2022 | , ,
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. 
Read More
Optimism Among Uncertainty

3 Reasons for Optimism Among Market & Economic Uncertainty

October 31, 2022 | , ,
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. 
Read More
Save money with these green initiatives

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

September 29, 2022 | , ,
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. 
Read More
Recession Fears

Are We In a Recession? If Not, Is a Recession Coming?

August 30, 2022 | , ,
With high inflation, the Federal Reserve raising interest rates, and the economy contracting for two consecutive quarters, the possibility of a recession doesn’t seem far-fetched. 
Read More

Margin for Error

July 27, 2022 | , , ,
Anika was humbled when respected financial journalist and veteran Wall Street Journal writer Jonathan Clements asked her to contribute a chapter to his new book, My Money Journey. In it, she details some personal obstacles and financial bloopers, including the money pit above.
Read More
Load More