Many people assume their tax burden will decrease in retirement, but that’s not always the case. In fact, taxes can affect your income, especially if you don’t plan ahead. This […]
Retirement Income Sources and How They’re Taxed Read More »
Converting a traditional IRA to a Roth IRA can be a strategic move for many Vancouver, WA and Portland, OR residents aiming to optimize their retirement savings. Here’s why and
Roth IRA Conversion Guide for Vancouver & Portland: Why It Matters and Who Can Help Read More »
Budgeting plays a crucial role in ensuring a comfortable and stress-free retirement—no matter the stage you’re in. Whether you’re just beginning retirement, several years into it, or navigating your later
Ways Budgeting Can Help in Retirement Read More »
Retirement is your time to enjoy life on your own terms. But when the stock market swings up and down, it can feel like your financial footing is less steady
Riding the Waves: Smart Moves to Make in Retirement When the Stock Market Is Volatile Read More »
As you plan for retirement, one big question is whether to buy Long-Term Care Insurance (LTCI). Before deciding, it’s important to understand what it is and what it covers. What
Is Long-Term Care Insurance Worth It in Retirement? Read More »
Retirement is one of life’s biggest transitions, and the five years leading up to it are crucial to help ensure your financial security and peace of mind. Consulting a financial
5 Things to Do 5 Years Before Retirement—And Why a Financial Advisor Can Help Read More »
As retirees enjoy their well-earned relaxation, scammers often see them as prime targets. Fraudsters use various tactics to exploit retirees’ trust, financial stability, and sometimes unfamiliarity with evolving digital threats.
5 Common Scams Targeting Retirees (and How to Avoid Them) Read More »
Estate planning is an essential process that helps to ensure your assets are distributed according to your wishes, minimizes the impact of taxes, and provides clarity to your loved ones
Estate Planning Tips for Vancouver, Washington Residents Read More »
Losing a job is never easy, and for federal employees or members of the uniformed services in Portland, OR, navigating the complexities of your Thrift Savings Plan (TSP) after a
Portland, Oregon, known for its vibrant culture, diverse neighborhoods, and progressive values, also stands out for its distinct tax landscape. While the city itself offers plenty of perks to its
A Rundown of Unique Taxes Portland, Oregon Residents Pay Read More »
