Are You Paying Too Much in Taxes?
Taxes feel higher as your income grows—but most high earners aren’t missing a secret loophole. The real opportunity lies in catching what’s overlooked and planning more intentionally.
Category: Taxes
Why Reviewing Your Tax Return Could Save You More Than You Think
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.
Trump vs. Harris: What Investors Should Know Ahead of the Presidential Election
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.
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.
Feeling the Bite from High Oregon Taxes? The Kicker May Help
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.
What Documents Do I Need to Collect for Filing My 2023 Tax Return?
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.
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.
Tired of thorny Rose City taxes? Here’s what to consider when weighing a move out of Portland
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.
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 Tax Return?
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.