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.
Category: Insurance
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.
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?
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.
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.