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.
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…
In-home care plays a crucial role in helping seniors, individuals with disabilities, and those with chronic health conditions maintain their independence while receiving the necessary support to live safely in their own homes. However, the cost of these services can be a barrier for many families. Fortunately, both Washington and Oregon offer a variety of…
Retirement is one of life’s most significant transitions, and the two cities situated across the river from each other, Vancouver, WA, and Portland, OR are home to many people either approaching or already embracing this new chapter. Whether you’re nearing retirement or already in the early stages, proper planning is required to help ensure that…
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