It’s a simple question: How much can I withdraw from my portfolio each year and not run out of money? For decades, experts agreed 4% was the rule of thumb. However, updated models allow for more flexibility. Find out how we seek to make your nest egg last.
Understanding the relationship between 529s and financial aid is critical for grandparents helping grandchildren with college costs. Maximize your giving—and their financial aid—with these tips.
Favorable tax changes and historically low interest rates are making 2020 a prime year for gifting. Maximize your gift—and minimize your taxes—with these giving strategies.
As we enter tax season, what can you do to protect yourself from fraud? We sat down with Greg Railsback, CPA, to learn more.
A month ago, the U.S. yield curve—which usually slopes upward—turned downward. Legend has it inversions are bad news—inverted yield curves have preceded each of the last seven recessions. Should investors be worried?
Investing in Opportunity Zones—including those in downtown Portland—can delay or reduce capital gains, but there are risks involved. Are Opportunity Zones right for you?