When someone passes away or becomes incapable of managing their own affairs, an estate plan specifies who will inherit and manage their property. Estate planning is critical because it relieves the legal successors of paying the transfer taxes that would have been incurred if the estate had not been planned. If the beneficiary is under […]
Read MoreWhen it comes to business and taxes, they always seem to be getting more complicated with each passing year. Most business owners don’t have the expertise that is needed to make sure they’re following the ever-changing tax laws. Certified Public Accountants are reliable professionals. They assist businesses on a full scope of taxes and financial […]
Read MoreEvery penny counts when you’re a small business owner. Similarly, many successful business owners suffer because of their lack of time. There just aren’t enough hours in the day to get everything done yourself when you’re running a business. However, please make sure you have scheduled a few hours to work with your accountant/financial planner […]
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 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 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 MoreNo matter how much you’ve thought about retirement already, it can be easy to overlook some of the details that will make your post-employment years run smoothly. You probably have the basics covered, but be sure your plans and projections factor in everything you need for a streamlined, enjoyable transition. Want to make sure you’re […]
Read MoreAS SEEN IN Fortune, Entrepreneur & Bloomberg Businessweek PORTLAND FINANCIAL Interview with ROI Financial Advisors, LLC,Managing Member, Founder, and InvestmentAdvisor Representative Lance Jarl Johnson.
Read MoreAre you and your finances prepared for a rainy day? Major fluctuations in the market, new legislation, unexpected health issues and more can put stress on your budget. But, planning ahead can help you handle the unforeseen if and when it does arrive. Here are a few steps to consider in these early weeks of […]
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