Is the Magnificent Seven All Investors Need?
Ah, the Magnificent Seven. No, this isn’t a music review of 1980’s hit song by U.K. band The Clash, but rather a different perspective on…
Doug Post, CFP®
Lead Advisor, Partner
Doug knows that saving today goes hand in hand with planning for tomorrow—whether it’s insurance, college tuition, or retirement spending. He specializes in tax planning and Roth conversions and has been a featured speaker for the Portland Entrepreneurs’ Organization.
Where to Retire: There’s More Than Meets the Eye
If you’d like to move to be closer to family or enjoy an active, sun-filled retirement, how much should taxes, cost of living, and other…
Why It’s Okay to Spend More in Inflationary Periods
“Everything screams inflation,” the Wall Street Journal wrote last summer. Indeed. By the end of 2021, inflation—the year-over-year change in consumer prices as measured by…
As Proposed Federal Tax Changes Simmer, Do I Need to Act?
The proposed Build Back Better Act is jam-packed with a number of significant impacts on tax rates, Roth IRA strategies, and common estate planning techniques, including gifts to trusts. While the legislation has not yet been finalized, taxpayers may wish to consider their options.
Will Washington State’s New Excise Tax Affect You?
If you’re considering a move to Washington State, go for the views of Mount Rainier or the Olympics—but think twice if you’re relocating to avoid taxes on capital gains.
Is It Time to Refinance?
While low mortgage rates may be alluring, some quick math can help whether refinancing your mortgage can be a smart money move.