Are you concerned about when you should start saving for your child’s education? Keep reading! If you’re a parent, you know how difficult it is to plan for your family’s financial future. Health insurance, life insurance, general insurance, and even standard savings and investments are among the many considerations. With so many options accessible, it […]
Read MoreTax year-end is just around the corner this year. If you’ve already filed your return or are about to do so, here are five things to keep in mind regarding Oregon personal taxes. 1. Oregonians are taxed on the things that matter to them Taxes are crucial to the well-being of our communities. Educating our […]
Read MoreWe bank, shop, schedule doctor’s appointments, and share photos and life updates online. With the constant threat of cybercrime and online fraud, how can you keep your sensitive information safe and protect your online privacy? You probably already have the basics covered, but it’s never a bad idea to review the best ways to protect […]
Read MoreRetirement is a huge goal, but it probably isn’t your only financial objective. Other significant milestones in your future might be buying a second home, taking your dream trip or helping your kids or grandkids with college. How do you manage – and make progress toward – multiple goals?
Read MoreAre you wondering about different ways to invest in your family’s future? A custodial account can help you give your children (or another young family member, like a niece, nephew, or grandchild) financial support for their college education. Read more in the ROI Financial PDF file below.
Read MoreAs you know, planning for the future and keeping your finances on track require regular vigilance and fine-tuning. But when life gets busy, it is surprisingly easy to forget about the basics. That is why even the wealthiest among us can end up picking up less-than-ideal habits. No matter your situation, it is a good […]
Read MoreWithout expenses like travel and dining out, many people have spent less and saved more over the last few months. Others are experiencing a sudden drop in income due to job loss or early retirement. With the timeline of the pandemic still unclear, now may be a good time to take another look at your […]
Read MoreIt can sometimes feel awkward or challenging to talk about money and the future, especially with your children. But if you want to help minimize stress for everyone, you may want to prioritize certain conversations. Whether your kids are adults, teens or younger, here are a few big financial topics to keep in mind as […]
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