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Category: Taxes

1040 tax return with money

Why Reviewing Your Tax Return Could Save You More Than You Think

March 25, 2025 |
Your tax return isn’t just for filing—it’s an opportunity to optimize. Before you move on, check out our updated 2024 checklist to make sure you’re not leaving money on the table. Small changes now could lead to big savings later.
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A button that says vote.

Trump vs. Harris: What Investors Should Know Ahead of the Presidential Election

October 29, 2024 | , ,
Wondering how the election could affect your portfolio? Learn why economic fundamentals—not politics—drive long-term trends and how to keep your financial plan on track.
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File folders with papers in them.

What Financial Documents Do I Need To Keep On File?

July 30, 2024 | , , , ,
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.
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Oregon tax

Feeling the Bite from High Oregon Taxes? The Kicker May Help

March 30, 2024 |
Oregon taxpayers will receive the biggest "kicker" in state history, representing approximately 44 percent of the taxes paid in 2022. The largest return in history will come in handy for those living in Multnomah County, which has some of the highest tax rates in the nation.     
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Documents to collect for filing my 2023 tax return

What Documents Do I Need to Collect for Filing My 2023 Tax Return?

February 27, 2024 |
Whether you keep everything in a shoebox or online, ensuring you have everything you need to file your taxes is a big task. Let this handy guide help you get organized.
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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.
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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

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.
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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?
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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. 
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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

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. 
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