Did you miss our recent webinar? Our team discusses year-end financial planning moves you can make now to start 2021 strong in this recorded video.

If you’ve been working remotely during the pandemic—especially outside your state of residence—you’ll want to be aware of some tax rules that could affect your bottom line come next April.

Recently unemployed or newly retired? You may qualify for a healthcare subsidy. While getting started can be tricky, these tax credits are well worth the effort—for the health of your family and your wallet.

Starting in 2020, Oregon will replace the current tax deduction with a refundable tax credit for 529 Plan contributions. The switch offers college savers a chance to take advantage of both the tax deduction and credit over the next four years.

As Pacific Northwesterners, we live under the specter of seismic activity—including the Big One. While we can’t predict when the next earthquake will hit, we can make informed decisions when it comes to earthquake insurance.

While many Americans prefer to age at home, continuing care retirement communities (CCRCs) and traditional retirement communities are attractive alternatives. What’s the difference between the two?