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…
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.
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.
Small Tax Moves, Big Medicare Savings
If your income falls within certain brackets, you can potentially save thousands on annual Medicare costs by keeping an eye on your adjusted gross income. Here’s how.
Past Winners Still Don’t Repeat
Most active investment managers don’t achieve their main objective—delivering higher returns than market averages. In fact, roughly 90% of US, international, and emerging market mutual funds underperformed their respective benchmarks over the past 15 years. But that doesn’t stop investors from trying.