OUR BLOG
To help you better understand your financial needs or assess your current investment and retirement strategies, we post a weekly blog. We hope you find these retirement and financial insight blogs helpful.
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 layoff can add an additional layer of stress. The TSP can be a powerful retirement savings tool, offering tax advantages and low administrative fees to…
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 residents, it also has some unique taxes aimed at supporting community initiatives. From funding affordable housing to expanding preschool access, these taxes are designed to…
Inheriting assets can be both a rewarding and overwhelming experience. In Washington State and Oregon, it’s important to understand the specific tax laws and estate regulations to help ensure that you navigate the process smoothly and make the most of your inheritance. This article outlines the tax implications in these two states. Tax Implications of…
When selecting a financial advisor in Vancouver, WA, it’s essential to be aware of potential red flags. Here are key things to watch out for when choosing a financial advisor locally: 1. Lack of Transparency A reliable advisor in Vancouver should be upfront about how they charge for services, their fees, and any potential conflicts…
Both Oregon and Washington State offer various incentives to promote energy efficiency in homes and vehicles. These incentives include rebates, tax credits, and programs aimed at reducing energy consumption and supporting the adoption of clean energy technologies. Oregon Home Energy Rebate Programs: Oregon has been awarded over $113 million from the U.S. Department of Energy…
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