Explore key differences between senior living communities and CCRCs, including costs and care levels, to help you make informed decisions about long-term care options.

Unless you’re a CPA or a tax attorney, understanding IRS rules can be a bit like peeling back the layers of an onion—it takes patience and there may be tears […]

Explore common questions about 529 college savings plans, learn more about the tax advantages, and find out how these accounts can help fund your family’s education goals.

Discover why a down market could be the perfect time for a Roth conversion and learn key factors to consider before making this strategic move for your retirement savings.

Oregon’s IDA Initiative is a unique tax-saving strategy that lets you reduce state taxes by 90% while donating appreciated stock to help lower-income Oregonians achieve financial goals.

Planning to sell your home soon? Find out how IRS exclusions can help shield your profits from capital gains taxes and learn key rules to maximize your tax savings.

Planning to change jobs? Check out these essential steps to take before turning in your resignation, from managing your 401(k) to navigating insurance options and company stock benefits.

Rising home values and higher auto repair costs may mean your family isn’t completely protected from disaster. Find out why regularly reviewing your insurance coverage is a good idea.

Will inflation impact your retirement lifestyle? Discover how diversified portfolios are designed to help protect your purchasing power over time.

Wrap up the year right with this guide to essential year-end financial planning tasks, from managing RMDs to maximizing retirement contributions.

Cybersecurity is a growing concern, with fraudsters becoming more creative and successful each day. Thankfully, there are several things you can do to protect your identity and limit potential for […]

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 […]