Tax 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 MoreDo you and your family want to make a positive impact in the world? Your family can create a plan for charitable giving to help fund nonprofits that support causes you care about. Philanthropy can also bring families together and serve as a beneficial tax strategy. So how do you build an effective giving plan? […]
Read MoreWhen it comes to finances, it can be challenging to find the right balance as a parent. How much should you talk about money with your children, and what information should you share? If you want your kids to become financially savvy adults, you may want to start discussing a few basics with them when […]
Read MoreHave you and your spouse ever disagreed about money? You’re not alone. Shared finances can be tricky, and many couples run into a conflict or two. While there is no single formula for sharing finances successfully, communication is essential in every partnership. Not sure where to start? Discuss these four big financial topics to help […]
Read MorePassing family property down through the generations is a wonderful way to honor all the memories made in your home. Plus, your kids will get to keep making new memories in this well-loved space. If you want to leave your heirs property — whether a year-round home or a vacation property — you will have […]
Read MoreWhat do you want to leave behind for your heirs? Thinking ahead can be a challenge, but you likely want to pass down an inheritance to your children, grandchildren and other loved ones. A trust is one way to do that. Do you want to know more about your options? Here are a few essential […]
Read MoreFinancial security brings peace of mind. When you don’t have to worry about paying bills or lagging behind on savings, you have time and energy to focus on other things. And when you’re in this position, it can be tough to see loved ones struggle with money. Are you thinking of loaning money to a […]
Read MoreThe new administration has proposed tax changes that could affect estate planning for the wealthy. While these proposals may not pass, they offer an important reminder. No matter what, it’s important to remain alert to how the tax code can affect investments and the assets we want our families to inherit. And while it’s hard […]
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 MoreNo one wants to think about examining and dividing their finances, but divorce happens. In particular, an increase in “grey divorce” (divorce involving couples over 50 years old) is something you may have heard about. The longer a couple is together, the more complicated the financial aspects of separation can become. In the case that […]
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