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.
Category: Financial Planning
What The Secure Act 2.0 Means For You
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.
How To Create a Charitable Giving Strategy
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.
Does a Roth Conversion Make Sense for Me?
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.
3 Reasons for Optimism Among Market & Economic Uncertainty
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.
How To Take Advantage of New Energy-Efficient Tax Rebates and Incentives
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.
Are We In a Recession? If Not, Is a Recession Coming?
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.
Margin for Error
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.
An Estate Plan for Your Digital Assets? Yes, You Need One.
We’re all aware of the importance of having legal documents in place, such as a will or trust and advance directive. While your intentions for personal assets like grandma’s engagement ring or your childhood baseball card collection may be clearly spelled out, most people have given little thought to the legacy of their digital assets.
Should You Buy or Lease Your Next Car? Five Questions to Help You Decide
The average age of a vehicle on American roads reached a new record of 12.2 years in 2021. Advances in quality and technology may be partly responsible for people hanging on to their vehicles longer than ever before. Shortages in new and used cars, combined with record high prices at the car lot, may also be partly to blame.