Keeping Up With Inflation: IRS Tax and Limit Changes for 2023
Less exciting than a rare Portland snowstorm, yet more rewarding than shoveling a walkway, IRS tax and limit adjustments arrive in their own kind of…
Lyndsi Stender, CFP®
Advisor
Whether she’s helping clients pay off debt, buy a house, or comfortably retire, Lyndsi Stender, CFP®, leaves no stone unturned when researching tax-efficient strategies for success. For writing inspiration, she turns to The New York Times journalist David Leonhardt and economist Justin Wolfers.
It’s the Most Wonderful Time for Year-End Financial Planning
As December days dwindle, it’s time to wrap up financial planning tasks for the year. Less onerous than a day of shopping at a crowded…
Honey, Did You Remember the FERPA Form? Legal Documents to Consider When Your Child Goes to College
Have you sent a child off to college this fall? Certain legal documents can help you protect your student if something unexpected happens while they’re away. Gain peace of mind with our tips on documents to tuck away at home.
Portfolio Withdrawals: What’s the Right Amount?
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.
529 Plans: What’s a Grandparent to Do?
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.
How to Prevent Tax Identity Fraud
As we enter tax season, what can you do to protect yourself from fraud? We sat down with Greg Railsback, CPA, to learn more.